We’re excited to announce that in May 2021 we will be upgrading the tools we use to serve our clients’ investment needs. Our new service provider, Pershing LLC (a wholly owned subsidiary of BNY Mellon) will work with us to bring you what we believe are best-of-breed financial products, services, tools and technology. Protecting your information is our top priority. Our new platforms will incorporate the latest technology to give you peace of mind knowing your data is safe and secure.
Click Here to read a letter to clients from Lee Chapman, Davenport’s President & CEO