At Finley Davis, our clients expect more than traditional wealth management—they expect a level of sophistication and precision that redefines financial strategy. Our strategic partnership with RiskBridge delivers exactly that—a fusion of the Pacific Northwest’s strength with institutional-caliber financial strategies from global markets.
United with RiskBridge, a leader in advanced, risk-focused portfolio management, we provide a high-touch, deeply integrated approach to wealth preservation and growth. This collaboration elevates your financial strategy, offering the refined partnership that distinguishes elite investors.
Leveraging RiskBridge’s expertise in global risk management and institutional portfolio construction, Finley Davis clients gain access to:
This isn’t just about managing wealth—it’s about curating a comprehensive financial experience that prioritizes every detail.
Elite investors don’t simply react to market fluctuations—they anticipate them. Our collaboration with RiskBridge allows us to quickly assess market fluctuations, make strategic adjustments, and adapt portfolios in real time. This proactive approach helps clients:
RiskBridge, an SEC-registered investment adviser, is a recognized leader in comprehensive wealth management solutions. With over $130 billion in assets under advisement, RiskBridge applies deep industry experience across a range of financial disciplines, delivering institutional-level investment strategies. As a portfolio manager, RiskBridge excels in investment selection and risk management, both critical for safeguarding your portfolio in volatile markets.
Equipped with RiskBridge’s cutting-edge tools, our experienced team at Finley Davis is uniquely positioned to deliver a holistic approach to wealth preservation and growth. As always, we are committed to working closely with you to develop a personalized strategy that aligns perfectly with your individual needs and financial aspirations.
SEC registration does not imply a certain level of skill or training. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact RiskBridge or consult with the professional advisor of their choosing. There is no guarantee that the investment objectives will be achieved. Moreover, past performance is not a guarantee or indicator of future results. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as tothe future.
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
