Products July 10, 2012

Davidson Introduces Small/Mid Equity Mutual Fund

An employee-owned asset management firm, Davidson Investment Advisors, launched the Davidson Small/Mid Equity Fund.

Reported by

The fund is designed for investors seeking broad stock market exposure of small to midsize companies with an emphasis on fundamental research and risk management. The company’s fund family has two funds: the Davidson Small/Mid Equity Fund and the Davidson Multi-Cap Equity Fund.  

The fund of small and midsize equities is managed by a team of seven investment professionals, according to Edward Crotty, chief investment officer and portfolio manager at Davidson Investment Advisors. “It focuses on an intense, research-driven approach of small and medium size companies that are largely undiscovered and/or misunderstood in the marketplace,” Crotty said. 

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Davidson Investment Advisors is a subsidiary of Davidson Companies, an employee-owned financial services holding company in Montana.  

Products July 10, 2012

Uzurp.com Opens Adviser, RIA Databases to Public

Uzurp.com opened its financial adviser and registered investment adviser (RIA) databases to the public, for the same annual subscription rate as businesses of $999 a year.
Reported by

The website’s resource products, including a third database on broker/dealers, have also been upgraded with an easier-to-use interface, more detailed data, continuous record updates, and additions and extensive search capabilities. Interactive walk-throughs are designed to help investors find financial advisers and registered investment advisers. 

Users can search the databases via 140 criteria—such as geographic location, amount of assets under management, type of organization, type of compensation and advisory activities. The databases allow mobile downloads and unlimited cloud usage. Uzurp.com offers a discount for multiple users or site licenses, and technical assistance is free.

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

The financial adviser database has information on more than 110,000 stock brokers and registered reps, and the RIA database includes information on more than 40,000 firms.  The broker/dealer database holds information on more than 4,500 B/Ds across the country.

“With over 245,000 contacts, we have a tremendous amount of data,” said Christopher Joyce, chief executive of Joyce Co., which launched the site two years ago.

More information is available here.

 

«

Cybersecurity & Ransomware Live! VirtCon
May 13-15, 2025
Virtual

Secure Your Spot Today
Use code FREE

REGISTER NOW