As part of our services, we provide comprehensive investment planning, retirement plan analysis, objective research and screening, and portfolio-management services. We have access to a wide range of research resources and investment programs. And because there is never pressure to recommend any particular investment, we can explore and select from a broad array of investment choices, identifying those that may best fit your situation.

Our role is to provide counsel and oversight in helping you achieve your financial and life goals. We use a disciplined process, which includes:

• Getting to know you and taking the time to listen carefully to you.
• Understanding your needs, articulating your goals, and identifying your risk tolerance and time horizon.
• Creating an investment strategy as the basis for the advice that takes into account your total financial picture.
• Conducting periodic reviews and responding to changes that may call for adjustments and updates to your investment plan.

Although we offer traditional brokerage accounts, we believe that fee-based account management is the future for the financial services industry because it focuses on the long-term benefits of your financial strategy. Based on The Price Group’s extensive experience, and the resources of Davenport & Company, we can help you develop a portfolio that balances your need for growth and income within your comfort for risk. We also review your portfolio's performance quarterly, semiannually or annually.