Our Process

  • Each client will receive an individualized recommended portfolio based upon risk profile analysis and a three bucket approach.
  • After determining a client’s needs and objectives we use a combination of stocks, bonds, mutual funds, ETF’s, and Davenport Asset Management to determine the right investment choices for your portfolio.
  • We select investments for our clients after thorough diligence of fund managers including their investment philosophies and historical approach to management. We also regularly use Davenport Asset Management for research and recommendations as well as third party research sources.
  • After our initial portfolio recommendation, we will review accounts for rebalancing needs on a quarterly basis and make sure your objectives and needs have not changed.