Our philosophy includes a bottom-up, fundamental analysis used to identify long-term investment opportunities providing for wealth creation and preservation. Long-term investing requires discipline and emotional fortitude. We seek to identify investment companies and stocks with a proven track record of sustained results and strong, focused management that have demonstrated the ability to lead during all phases of a market cycle.
We are heavily focused on downside protection with a proper balance between risk and return. To ensure risk and return is properly balanced, our team takes a financial planning approach to investment management providing our clients with the proper asset allocation and liquidity reserves to reach their financial goals.
Helping our clients reach their financial goals through customized portfolios provides the freedom and flexibility to live life on their terms, according to their values. Our team is supported by Davenport Asset Management, Financial Services, internal research and external vendors providing technical research on mutual funds, stocks, bonds and ETFs.