John Davi is a brand that offers a comprehensive range of investment management strategies, research, and services for independent RIAs (Registered Investment Advisors). With a strong emphasis on tailored content to meet each client's needs, John Davi specializes in research-driven ETF and equity portfolios that are stress-tested through various quantitative models to understand portfolio risks. By acting as a sub-advisor to RIAs at their designated custodian, John Davi allows clients to outsource all operational matters of portfolio management, from trading and rebalancing to tax loss harvesting.

Utilizing a disciplined, quantitative, and cross-asset investment process, John Davi manufactures institutional caliber investment strategies in a low-cost format by leveraging the benefits of ETF products such as liquidity, tax efficiency, diversification, and transparency. Their investment management process is a constant feedback loop between research, portfolio construction, and risk management, with investment decisions backed by strong economic and quantitative rationale. As of July 28, 2023, John Davi oversees approximately $1.

3 billion in assets under management and advisement on behalf of its clients. They also offer sub-advisory services and claim compliance with the Global Investment Performance Standards (GIPS®). John Davi's goal is to empower advisors with their comprehensive range of services in order to best serve their clients