Our Qualifications

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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 - Lake Oswego, OR

  • 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 - Lake Oswego, OR

  • Series 7 and 63 Licenses

  • Envision Planning Certification

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