Davenport’s program is an investment partnership where our clients maintain in-house control of the investing process. We provide a comprehensive investment plan and professional oversight. Safety, liquidity and yield are the three fundamental objectives of the Program.
Our Program represents the intersection of hiring an outside manager and managing your own funds. As a fiduciary, we provide independent investment advice, oversight and a disciplined investment approach while allowing our clients to still maintain control over the investment process.
Benefits of the Program
In-House Control – Our clients maintain control over the investment process
No Conflicts of Interest with Davenport – we provide an investment plan, but do not buy or sell the investments
Professional oversight and current market trends – through quarterly reports, we provide analysis of the portfolio and current market trends
Oversight – we typically meet on a quarterly basis to provide regular input and oversight, and we can also assist with setting up a competitive bidding process for investment purchases
Disciplined Investment Program – provides a structured approach for building an investment ladder without taking undue risk