Our Core Strategy blends primarily large capitalization growth and value-oriented equity investments, with the option of adding high-quality corporate and government bonds for the more conservative investor. It seeks to limit risk through diversification among major market sectors and places emphasis on long- term investments in companies with strong and focused management, solid balance sheets, and a history of proven results. Minimum account size for this program is $250,000. For investors who prefer the equity only investment strategy of Core in a mutual fund structure, we also offer the Davenport Equity Fund.
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