Our Blended Allocation Portfolios seek to capture the best of Davenport Asset Management in a single account. The portfolios combine either the Core or the Value & Income stock strategy with select mutual funds used in our FundAdvisor portfolios.

Regardless of the stock strategy you select, we offer five model portfolios with different risk and return characteristics. In each of the five models, the stock strategy represents your large cap allocation, while certain mutual funds that have been carefully selected for FundAdvisor represent your allocation to other complementary asset classes. The result is a highly diversified, professionally managed portfolio of stocks and mutual funds.