To explain it simply, what we do for you is what we do for ourselves. In 1984, Davenport & Company created a special investment advisory group that for more than two decades has delivered consistent long-term performance. Known as Davenport Asset Management®, this group embraces the same values and uses the same processes to guide our company's own profit-sharing plan.
Investment strategies used in Davenport Asset Management are directed by Davenport's Investment Policy Committee - a team of investment professionals with an average of 30 years of experience. This group of highly experienced professionals has worked through periods of prosperity and recession to establish an understanding of investment cycles, individual companies, and their respective industries. Each member adds unique investment experience, industry specialties, and investment perspective which helps balance the decision-making process. The Committee relies upon our in-house research analysts as well as nationally recognized research firms and the mainstream financial media to generate ideas.
In order to meet the diverse needs of individuals and institutions, Davenport Asset Management has grown to also offer external investment management expertise and flexible managed accounts, directed by your Investment Executive. These services allow you to invest in stocks, bonds, mutual funds, and a wide variety of other investments for one annual fee.
The various investment strategies are designed to work independently or as a compliment to each other in constructing a well balanced portfolio to help meet your long-term financial goals.
Davenport Managed Portfolios
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External Money Managers
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Investment Executive Directed
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