Advisor Information
Josh Davison
Director of Investments
HJ Sims
Based In:
Serving Clients in these States

Accomplished Investment & Relationship Manager with 18+ years’ experience researching investments, conducting portfolio analysis, and developing strategic asset allocation. With a primary focus on individual and institutional wealth management, I have experience in a wide array of investment vehicles including mutual funds, ETFs, hedge funds, managed accounts, and private equity. Also had the honor of implementing multiple successful financial software solutions for RIAs, Independents, B/Ds & Wirehouses.