Working with the extensive resources of Davenport, Paul can help you manage your assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. He offers his clients access to premier professional money managers and mutual funds. For clients seeking reliable income, Paul can build custom fixed-income strategies.
SERVICES
Custom Financial Planning:
- Retirement
- Education
- Gifting & Estate Needs
Professional Money Management:
- Equity Opportunities & Portfolio Management
Range of Security Types:
- Stocks and Bonds
- ETFs
- Mutual Funds
- Alternative Investments