We develop tailored investment strategies designed to align with our clients’ risk and return profile. Our balanced approach allows our clients to achieve proper asset allocation* and liquidity needs, so that they can work toward achieving their desired goals but also peace of mind with their investments.
Drawing on the extensive services within Davenport, our team is supported by Davenport Asset Management, Financial Services, internal research and external vendors providing technical research on mutual funds, stocks, bonds and ETFs.
*Diversification and Asset Allocation does not ensure a profit or guarantee protection against a loss.