Investment Management
- Fee-based investment management
- Mutual funds, stocks, bonds, brokered Certificates of Deposit (CDs)
- Treasuries and investment grade corporate bonds
- Third party money managers screened by Davenport’s Manager Research team
- Davenport Asset Management – professionally managed investment strategies based on Davenport’s own profit sharing models
- Immediate and tax deferred fixed and variable return annuities inclusive of death benefit, liquidity features, cost of living and guarantee return riders
Retirement Planning
- Individual retirement plans including Traditional and Roth IRAs
- Customized multi-generational IRA income planning
- Roth conversion analysis
Insurance Solutions
Davenport’s team of dedicated insurance specialists is available to offer independent and objective advice for life insurance, long term care insurance and disability income insurance:
- In-force policy reviews
- Provider company evaluations
- New policy design, selection and placement
Financial Planning
Goals based financial planning inclusive of the following:
- Holistic view of net worth and asset allocation
- Forecasted probability of achieving lifetime financial goals incorporating various stress test scenarios
- Retirement planning and cash flow analysis
- Planning for tax, estate and charitable giving needs
- Education planning and 529 plans
- Multi-generational IRA planning
Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.