Providing a team approach to investing, our role is to provide stewardship and oversight as you pursue your financial and life goals. Our process includes:
1 – Discover
- Listen to Needs
- Identify Goals
- Determine Risk Tolerance
- Evaluate Resources
2 – Plan
- Create Your Personalized Financial Plan
- Retirement
- Living Expenses
- Education
- Life & Health
- Estate Planning
3 – Implement
- Asset Allocation
- Asset Management
- Mutual Funds, SMAs
- ETF Advisor, Fund Advisor
- Fixed Income
- Bonds, CDs
- Financial Services
- Insurance, Annuities
- Retirement Products
- Research
- Stock Selection
- Work with Attorney and CPA
4 – Monitor
- Ongoing Proactive Communication
- Review Financial Plan Progress
- Adjust for Changes
We are committed to providing clear and frequent communication—in person and by telephone, email, or mail. In addition, our team offers:
- In-person portfolio review meetings as you request or require
- Online access to your account balances, positions, and activity
- Monthly summary of positions and transactions
- An annual tax-reporting summary
Diversification and Asset Allocation does not ensure a profit or guarantee protection against a loss. 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.