Quarterly Update
from Davenport Asset Management®
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Monthly Update
from Davenport Asset Management®
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We Manage Your Money Like We Manage Our Own Money
Since 1974, we have been managing the retirement assets of our Davenport colleagues. In 1984, Davenport Asset Management was formally started as Davenport's professional money management division.
Today, Davenport's Profit Sharing Plan is still invested exclusively in Davenport Asset Management strategies; we buy and sell for ourselves what we buy and sell for you. We believe there is simply no stronger testament to the conviction we have in our strategies, and no better way to ensure responsible stewardship for every one of our clients.
Our Experience Is Our Greatest Strength
All Davenport Asset Management strategies are managed or overseen by Davenport's Investment Policy Committee — seven of Davenport's most experienced and qualified investment professionals with nearly 200 years of collective investment experience. Members of the Committee have managed money through every market of the last three decades. While they share a common philosophy and collective wisdom, their unique backgrounds, perspectives and outlooks work to balance the decision making process.
We Want to Deliver Competitive Returns with Comfortable Risk at a Reasonable Cost
At Davenport Asset Management, our approach to investing is neither flashy, nor overstated. We are interested in doing what is right for our clients every day. Our long-term goal is simple: to deliver competitive returns with comfortable risk at a reasonable cost.
Our investment strategies are designed to work independently or as a compliment to each other in constructing a well-balanced portfolio to help meet your long-term financial goals.
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Davenport Mutual Funds
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Investment Advisor Disclosure Documents
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