Our Qualifications

Doug Davis, Managing Principal

Mississippi State University, BBA, 1984 - Men's Varsity Tennis Team, Kappa Sigma Fraternity

1985-1993, Investment Advisor at Morgan Keegan, IDS/American Express - Memphis, TN 

1993-1995, Owner, Davis & Davis, ethics-based trainer/consultant to financial institutions - Memphis, TN, Beaverton, OR

1995-2010, Vice President-Investments at Dain Bosworth, Smith Barney/Citigroup, UBS - Portland, Lake Oswego, OR

2010-present, Managing Principal, Davis Investment Strategies, LLC - Starkville, MS

• Series 7, 24, 31, 63 and 65 securities registrations

• Fixed and variable annuities, life insurance and long-term care insurance licenses

Dorsey Wright Advanced Point & Figure Institute, 1997, 2009, 2012 - Richmond, VA

Guest speaker at business conferences and sports conventions - AL, AR, FL, IL, LA, MI, MN, MO, MS, NM, NY, OR, TN, TX, VA

Frequent television and radio appearances to provide economic insights and market commentary

Articles and viewpoints have appeared in:

• The Wall Street Journal

• Investors Business Daily

• Business Week

• Registered Representative

• This is AFCA Magazine (American Football Coaches Association)

• Inside Pitch Magazine (American Baseball Coaches Association)

• The Memphis Business Journal

Lake Grove Presbyterian Church

• Endowment Committee

Community Service

• Lake Oswego School District - Fundraiser

• Lake Oswego High School "Senior Day" - Guest Speaker

• Lake Oswego & Lakeridge High Schools - Mock Interview Volunteer

• Young Life / Malibu Club - Military Family Camp Volunteer

• Oregon Food Bank

• Shephard's Door

• Little League Baseball Coach

• Youth Flag Football Coach

• Youth Basketball Coach

Jennifer Davis, Operations Manager

Memphis State University, BBA, 1988 - Alpha Gamma Delta Sorority

1988-1990, Sales Representative, Cellular One, Inc. - Memphis, TN

1990-1994, Director of Sales, Regency Travel, Inc. - Memphis, TN

1995-1996, Director or Sales, Beaverton Travel, Inc. - Beaverton, OR

1996-1997, Travel Services Coordinator, Nike, Inc. - Beaverton, OR

2010-present, Operations Manager, Davis Investment Strategies, LLC - Starkville, MS

• Series 7 and 63 Registrations

Lake Grove Presbyterian Church

• Deacon

• Care and Share Coordinator

• Youth Sunday School Teacher

PTA Co-President, Lake Grove Elementary School

Community Service

• Lake Oswego Arts Council

• Lake Oswego Library

• Oregon Dog Rescue

• Oregon Food Bank

• National League of Young Men, Board Member

• National Charity League

• Shephard's Door

• "The Bite" of Portland

• Multiple Sclerosis Walk 

• Run for the Roses