Building and preserving wealth for our clients and their families.
For more than 15 years, members of Ballowe Geho Gottwald Roddey (BGGR) have provided clients with the kind of background, skills and experience clients expect from a deep and dedicated bench of investment professionals.
Ballowe Geho Gottwald Roddey combines the team’s individual financial skills with the strength of collaboration to provide quality, financial service and top-notch investment advice. BGGR is focused on cultivating long-term relationships with each and every client, proving that a client’s needs and interests always come first. That means understanding each client’s financial objectives, selecting an appropriate investment strategy and securing a financial future through responsible investments—all while mitigating risk.
The hallmark of BGGR’s investment strategy is to offer clients the same portfolios available in Davenport’s Employee Profit Sharing Plan, which became available to clients more than 30 years ago. Today, the number of investment-style choices has grown to nine, but the philosophy remains the same; securing the future of every client’s needs by protecting and growing assets.
With Davenport Asset Management, clients of BGGR have access to premier third-party money manager strategies and mutual funds. In addition, the Fixed Income Department maintains a wide selection of preferred stocks and corporate, municipal, and government bond offerings for designing fixed income portfolios for steady income. Because simplicity and responsibility underscore client service, clients can establish either fee-based or traditional commission-based brokerage accounts.
Financial Guidance Through Life’s Transitions
Life is a series of transitions from childhood to adulthood—from career to retirement—from one generation to the next.
To manage life’s transitions, you and your family need a sound financial strategy. One that is strong enough to endure through decades, yet flexible enough to accommodate continuous change.
As a team of diverse, talented, and dedicated professionals, Ballowe Geho Gottwald Roddey offers you a personalized approach to financial consulting and asset management. Our team is structured to focus on building long-lasting relationships with clients. The combination of our backgrounds and different perspectives help us yield better solutions for our clients. In essence, we combine individual skills and strengths to provide you with the highest level of professional advice and personal service.
Ballowe Geho Gottwald Roddey is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin and Wyoming. They are licensed to offer insurance and annuity products to residents in Florida and Virginia. Hunter Gottwald is licensed in Virginia.