GALLIHUGH TARRANT PROCESS:
We follow a comprehensive process to provide stewardship and oversight as you pursue your financial and life goals:
Discovery: We attentively and carefully listen to you to clarify your goals and passions and gain an understanding of your risk tolerance, time horizons and liquidity needs.
Financial Planning: We craft a Financial Plan to serve as a roadmap to help you achieve your goals and aspirations.
Customized Solutions: We create investment and asset allocation strategies utilizing our team’s combined 60 years of experience and the intellectual capital of Davenport & Company.
Monitor & Review: We conduct regular and comprehensive reviews with our clients, and we respond to changes that may call for adjustments and updates to your plan.
INVESTMENT PROCESS:
Gallihugh Tarrant Wealth Management partners with Davenport Asset Management to provide proprietary solutions to help you achieve your financial and life goals:
Experience: Managing over $5 billion in assets across our proprietary equity, fixed income and asset allocation strategies.
Stability: Our Portfolio Managers average 33 years of experience and their knowledge of market cycles allow them to make informed investment decisions that are crafted to help you achieve your goals and aspirations.
Partnership: Investing alongside our clients is the foundation of Davenport Asset Management. Davenport’s Employee Retirement Plan is invested meaningfully in our strategies. We eat our own cooking!
Independence: Davenport has always been 100% employee owned. Our commitment to independence allows us to remain solely focused on meeting the needs of our clients and putting their interests first.
Our mission is to help clients enjoy the benefits of their life’s work, protect their financial assets, and facilitate the orderly transfer of wealth for future generations.