Our Philosophy

We believe in establishing each new client relationship using a holistic approach to wealth management and begin by listening closely to you so we can understand what you want to achieve with your assets. We then formulate a plan that will achieve your unique goals over the long term. We often partner with Davenport Asset Management to offer our clients proprietary strategies to grow and protect their wealth. These portfolios are managed in the same manner in which we manage our own money in the Davenport Employee Profit Sharing Plan. Our interests are wholeheartedly aligned with yours and we believe there is no greater affirmation of our conviction. We expect you will hold us accountable as a result.

Furthermore, we are not wed to any one strategy or manager. We seek out the best solutions to meet your needs, and you have access to many third party money managers. In addition, our Fixed Income team maintains a wide inventory of municipal bonds, corporate bonds, preferred stocks, treasury securities and other income producing instruments to meet your income needs. Our clients can establish entirely fee based accounts or traditional brokerage accounts.