Professional Money Management
We provide comprehensive investment solutions tailored to your financial goals. This includes:
- Equity Opportunities and Portfolio Management: Actively managed portfolios focused on maximizing growth through equity investments.
- Bonds & Fixed Income Investments: Strategies designed to provide steady income and preserve capital through fixed income securities.
- Davenport Asset Management Strategies: Proven investment strategies developed by our experienced team, aligning with your objectives.
- Access to ManagerSelect: A curated selection of top-tier investment managers to diversify your portfolio.
- Tax Information & Calculations: Expert guidance on tax implications and efficient strategies to optimize your investments. *
- Alternative Investments: Opportunities in non-traditional assets that can enhance diversification and potential returns.
Financial and Retirement Planning
We help you create a roadmap to financial success with services that include:
- Goals-Based Financial Planning: Personalized plans focused on achieving your specific financial aspirations.
- DMAP: Service that allows Advisors to manage client retirement assets (401Ks, 403Bs, etc.) without being custodied at Pershing.
- Social Security Benefits Analysis: In-depth evaluation of your Social Security options to maximize your benefits.
- Roth IRA Conversion Analysis: Assessing the potential advantages of converting traditional IRAs to Roth IRAs.
- Periodic Tax and Retirement Planning Updates: Regular reviews to keep your plan aligned with changing laws and personal circumstances.
- Education Planning (529 Plans): Strategies to save for educational expenses, maximizing tax advantages and growth.
- Charitable Gifting & Philanthropic Giving: Guidance on effective strategies for charitable donations and maximizing your impact.
Insurance Services
We offer comprehensive insurance solutions to protect your assets and financial future, including:
- Annuity Contracts & Reviews: Evaluation and management of annuity products to ensure they meet your needs.
- Insurance Contracts & Reviews: Comprehensive assessments of your insurance policies to identify gaps and opportunities for improvement.
* 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.