As a professional consulting partnership, we will help you implement and monitor a financial plan using a disciplined approach which will serve you well over time. We are committed to providing objectivity in all phases of the investment planning process.
We believe in keeping things simple. That is why we stick to our knitting by doing the things that Davenport clients have been accustomed to for many years. We remain true to our mission of providing objective and unbiased financial advice. We listen and stay focused on placing your interests first. Not everyone’s circumstances are the same so we want to be keenly aware of each individual’s investment requirements. After we know what you are trying to achieve, we will assist you in selecting an investment strategy that is most appropriate to help you secure your financial future through responsible investments, while being mindful of risk. We aim to protect and grow your assets.
Ballowe Geho Gottwald Roddey can offer clients Davenport Asset Management portfolios which are managed in the same manner as we manage our own money in Davenport’s Employee Profit Sharing Plan. Thirty plus years ago, the firm started the plan with a deep obligation to protect and grow employees’ retirement assets. In 1984, the same investments were made available to clients. Today, the number of choices has grown to nine different styles and the philosophy remains the same in that we align your interests with our own. There is no better way to make us accountable an no greater testament to our conviction.
In addition to having access to Davenport Asset Management, our clients can also choose from a list of premier outside money managers and mutual funds. Our 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. You can establish either a fee-based or traditional commission-based brokerage account.
Diversification and asset allocation does not ensure a profit or guarantee protection against a loss.