Independence has been a cornerstone of our success for 155 years.
We have been advisor owned, advisor led and independent since 1863. Advisors make up 70% of our Board and own 70% of the firm. This solid combination of ownership and independence creates a culture that is focused on serving the long-term interests of our clients.
Davenport believes ownership is the greatest form of compensation. And, we think the majority of ownership should be directly aligned with your contribution to the firm and its mission of serving clients. That’s why we offer a comprehensive compensation package that reflects your true value as a partner.
In today’s environment, nimble firms with fewer layers of bureaucracy can have superior technology with best of breed applications. Our technology and platforms are explicitly designed to make our advisors’ lives easier. Our experts treat our vendor relationships as long-term, dynamic partnerships. This approach drives innovation and creates a focus on continuously improving the client and advisor experience.
Our in-house Marketing team is dedicated to helping advisors grow their business. They work with advisors to create a customized approach for marketing their practice to clients and prospects. Advisors choose how and when to leverage this free internal resource.