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Top Portland, ME Financial Services Companies (2)

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Financial Services
Portland, Maine, USA
22 Employees

Chenmark is a team of small businesses committed to each other and to the constant pursuit of better. We work with retiring owners and entrepreneurs to provide liquidity, preserve legacies, and position companies for long-term success. Chenmark companies share a commitment to: Chasing Better - We believe unequivocally in our potential. We maintain the discipline to do the little things necessary to achieve it. We cultivate the grit required to stay the course when things don’t go our way, and we maintain a sense of urgency. We choose to chase better because we want to run, not walk, toward greatness. Keeping Score - We believe in the power of competition and acknowledge that the scoreboard doesn’t lie. We believe data is more valuable than anecdote or opinion, but we also recognize that results are snapshots and not final judgements. Playing the Long Game - We believe consistency of performance over time is what counts. We think in decades, not years. We believe that in the long run, relationships matter, and we know that we can’t effectively take care of our companies if we don’t first take care of ourselves and our families. Putting the Team First - We believe the whole is greater than the sum of the parts. We are prepared to do whatever is needed to help the team win. When we lose, we accept responsibility. When we win, we share credit. By working for Chenmark, we commit to holding ourselves to the highest standards of integrity, especially when no one is watching.


Financial Services
Portland, Maine, USA
63 Employees

Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients'​ wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~