Investment Process

By taking the time to understand what clients want to achieve with their assets, they can offer highly personalized planning and investment advice. This approach allows them to choose the most appropriate investments to serve as a road map for pursuing client’s financial goals.

In addition to working with clients to establish individual customized portfolios, The Keddie Group also offers the option of investing in Davenport Asset Management strategies, which are the same offered to each Davenport employee through Davenport’s own profit sharing plan. The underlying philosophy of Davenport is that more prudent recommendations are made when their own dollars are at risk. Complementing the firm’s proprietary services, The Keddie Group offers clients access to premier third-party money manager strategies and mutual funds monitored by professionals in the Davenport Manager Research department.

Expanded Capabilities
The team also utilizes Davenport’s Fixed Income specialists to review a broad selection of preferred stocks and corporate, municipal and government bond offerings. By employing these resources, The Keddie Group can tailor fixed income portfolios with the objective of producing steady income.