Resources - Davis Investment Partners - Charlotte, NC

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.

Family & Lifestyle

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.

Markets & Investing

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Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.

Family & Lifestyle

Help safeguard your assets from a beneficiary's divorce

How a careful and intentional trust will help ensure your intentions are upheld.

Estate & Giving