“My number one job is to help financial advisors manage risk.”

Josh Davis has served as Director of Institutional Sales since 2009.  He is the firm’s liaison with Turnkey Asset Management and Unified Managed Account providers offering FormulaFolios to their end-user advisors.  In addition, Mr. Davis works directly with Financial Advisors using FormulaFolios throughout the United States.

Prior to joining FormulaFolios in 2007, Mr. Davis spent 10 years managing his family’s business. In this role, he was responsible for overseeing marketing, sales, and investment operations.

Mr. Davis graduated with honors from Aquinas College with degrees in Business and Finance.  He lives in Grand Rapids, Michigan and works out of the Grand Rapids office.