Brad and Thomas begin each new business relationship by listening to their clients’ needs to determine if their services are a good fit for them. Once they have a clear understanding of their life goals, risk tolerance, and time horizon, they determine the proper asset allocation and diversification for a portfolio. As a team, they help clients select the most appropriate investments, which may include stocks, bonds, mutual funds, and professional money managers. Once a portfolio is established, they will discuss the level of contact they should expect, along with the managing and monitoring of investments. This is designed to help keep people on track to meet their financial goals.
As a part of their services they offer comprehensive investment planning, retirement plan analysis, and professional portfolio management solutions. Each client will have access to Davenport Asset Management or other professional money managers, as well as mutual funds and annuities for constructing portfolios. Additionally, they offer the expertise to build custom stock and bond portfolios and strategies to help create reliable income. In the end, their objective is simple: to help clients achieve their individual goals.
*Diversification and asset allocation does not ensure a profit or guarantee protection against a loss.
Brad Watson and Thomas Watson are registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wisconsin.
Brad Watson is licensed to offer insurance and annuity products to residents in Florida, Michigan, North Carolina, South Carolina, Tennessee, West Virginia and Virginia.
Thomas Watson is licensed to offer insurance and annuity products to residents in North Carolina, South Carolina, West Virginia and Virginia.