ETFAdvisor

We created Davenport's ETFAdvisor program to help our clients intelligently invest in this increasingly complex ETF marketplace. We offer three cost-effective portfolios of globally diversified stock and bond ETFs, with varying levels of risk exposure and return expectations. The benefits include diversification among multiple asset classes, cost-efficiency, annual rebalancing, and tax efficiency.

Portfolio Management
Geoffrey A. Sulanke, CFA

 

 

 


 
You should consider each fund’s investment objectives, risks, charges and expenses carefully before investing. Each fund’s prospectus contains this and other important information, should be read carefully before investing or sending money, and can be obtained by contacting your Investment Executive, or by calling (800) 846-6666.
 
Davenport ETFAdvisor is an investment advisory wrap program sponsored by Davenport & Company LLC. A wrap fee program provides investors with investment advisory and brokerage execution services for one “wrap” fee, which is generally a percentage of assets under management. For more information on the program, including the Davenport ETFAdvisor fee schedule, request a written disclosure document from your Investment Executive. In addition to the ETFAdvisor fee, clients will bear a proportionate share of each ETFs management and administrative expenses, including advisory fees paid to the ETFs investment advisors.
 
Risk Considerations: Investing in securities carries risk including the possible loss of principal. Funds that invest in foreign securities may involve greater risks, including political and economic uncertainties, as well as risk of currency fluctuations. Small and mid cap company stocks may be more volatile than stocks of larger, more established companies. Investments in bonds and other fixed income securities may fall in value if interest rates change. Generally, the prices of debt securities rise when interest rates fall, while their prices fall when interest rates rise. Longer-term debt securities are usually more sensitive to interest rate changes. An issuer suffering an adverse change in its financial condition could lower the credit quality of a security, leading to greater price volatility of the security.
 
Diversification and Asset Allocation does not ensure a profit or guarantee protection against a loss.