OUR PHILOSOPHY & MISSION STATEMENT

Four fundamental principles drive our investment philosophy.

  1. Goal Investing -Create clear, appropriate goals.
  2. Balance – Develop suitable diversified investments that match goals. 
  3. Minimize Costs – Strive for the highest risk-adjusted after-tax returns possible. 
  4. Behavior – Maintaining perspective and discipline in volatile times is critical for success.

Our mission statement

Our passion is to provide world-class service and advice. At TBH’s Davis Reynolds Team, we help families articulate and strive for their financial goals and dreams. We construct family plans that help prepare them for the inherently unpredictable future. Together, we walk down the road of life, understanding the responsibility that has been entrusted to us.

Call or email us to learn how the TBH Advisors and the Davis Reynolds Team can help you reach your financial goals.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.