Contacts

Emily E. Shuey

212.891.5512
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Peter J. Sackmann, CFA

212.891.5505
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Institutional Services

Davis Advisors has a long and distinguished record of serving institutional investors including corporate and public pension plans, defined contribution plans, endowments, foundations, Taft-Hartley clients and financial intermediaries.  Institutional investment options include:

  • Separately Managed Accounts (SMA)
  • Sub-advised portfolios
  • Variable annuities
  • Collective Trusts
  • Mutual Funds (A and Y share classes)