Tyler Davies

Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives. He takes seriously his role to educate clients and find where goals and risk tolerance meet to build a portfolio that accomplishes what they seek.

His strength is in helping those he works with to navigate markets by listening to their concerns and focusing on what matters most to them. Tyler’s guidance is focused on keeping clients looking forward and explaining data to show they are on track to accomplish their goals. This is peace of mind.

Tyler joined Sendero® in 2015 as a Senior Portfolio Manager. He became an Investment Advisor in 2018.

Experience & History 

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