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What Makes Us Different

Davenport Asset Management is a boutique money manager founded in 1984 with over $13 billion in assets under management. Our competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history of our firm.

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Our History is Unique

History

Davenport & Company, our parent company founded in 1863, has been investing in our communities and building wealth alongside our clients through nearly every market cycle America has encountered.
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We Invest Alongside Our Clients

Partnership

Davenport Asset Management was born in 1984 out of our firm's Employee Profit Sharing Plan, which is still invested in our strategies alongside our clients to this day.
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We Are Proudly Independent

Independence

Davenport has always been 100% employee owned. Our commitment to independence allows us to remain focused on meeting the needs of our clients and putting their interests first. The service, dedication, and access given to our clients is first-class.
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Our Experience is Exceptional

Experience

Over 38 years as an active money manager gives us a true historical perspective. Our stability is paramount, with Portfolio Managers averaging over 34 years of investment experience and 25 years of Davenport tenure.
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Our Process is Proven and Repeatable

Process

Consistent investment discipline coupled with risk management is critical to successful investing. We do not chase investment fads. A long-term perspective is invaluable to our investment process.
History Partnership Independence Experience Process

Capital Gains Tax Summary

See actual and estimated capital gains information for Davenport Asset Management strategies.

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2024 Third Quarter Stock Market Update: Climbing the Wall

Year-to-date returns are somewhat staggering in light of persistent calls for economic weakness and market malaise. Incredibly, both the S&P and Dow Jones Industrial Average have been positive for 10 of the last 11 months. The S&P 500 is now up a whopping 22.1% for 2024.

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Value & Income Portfolio: Fair Prices & Long Horizons

What matters most in determining the price of an investment? It’s an important question, and one that arguably has more incorrect answers than correct ones. In the Davenport Value & Income Portfolio, we strive to separate the long-term “signals” from the short-term “noise”.

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Corporate Headquarters: One James Center | 901 East Cary Street, Suite 1100 | Richmond, Virginia 23219 Directions

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