Investment Philosophy & Approach
Davis & Wehrle, LLC is a Registered Investment Adviser (RIA) and as such, we operate completely independent from any investment or insurance companies.
Since we have no obligations to shareholders or outside investors, the interests of each client are primary in every aspect of our business model.
Our client's interests have precedence over the interests of our firm in any and all financial transactions and strategies undertaken on behalf of each client. In all instances, our goal is to operate on a "best practices" approach in our role as an investment fiduciary with each client. We consider this to be the essence of the Fiduciary standard.
Ultimately, we believe mutual trust and confidence are the two key components which form the basis for all of our client relationships.
To obtain background from the US Securities & Exchange Commission about Registered Investment Advisers please visit the Registered Investment Adviser (RIA) Public Information Site.
To obtain background on the duties of a fiduciary and codes of conduct for all investment fiduciaries please visit The Fiduciary Standard.