A complete list of active advisors currently associated with Davis-Ross Investment Advisers, LLC

Warmer can help you find a great advisor at Davis-Ross Investment Advisers, LLC or one who fits your needs even better.

Davis-Ross Investment Advisers, LLC provides investment management as the general partner and investment manager of a single pooled vehicle, the DRMM Total Return Fund I, LP, serving accredited investors and limited partners that include high-net-worth individuals, IRAs, trusts and estates. The firm manages the Fund’s investments and operations and delivers monthly written performance reports to its Limited Partners. The adviser employs a long/short equity strategy concentrated in financial services equities and related alternative investments, combining fundamental and technical analysis and making use of margin and options (including writing) and frequent trading when appropriate. DRIA operates with full investment discretion for the Fund, receives research via soft-dollar arrangements with brokers, and charges performance-based compensation (a 20% preferred profit participation) in addition to a management fee. Noteworthy for a manager of pooled vehicles, the firm is considered to have custody under the rules while not taking physical possession of assets, with Fund assets held at custodians Wedbush Securities and Computershare — an arrangement that differs from most peers in this category. The firm is small and centralized (managed by a single management person), maintains a stated $250,000 Fund minimum (waivable at the adviser’s discretion), and restricts client eligibility to accredited/high-net-worth investors.

To learn more about the advisors currently working at Davis-Ross Investment Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.