Our Core Strategy blends primarily large capitalization growth and value-oriented equity investments, with the option of adding high-quality corporate and government bonds for the more conservative investor. It seeks to limit risk through diversification among major market sectors and places emphasis on long- term investments in companies with strong and focused management, solid balance sheets, and a history of proven results. Minimum account size for this program is $150,000. For investors who prefer the equity only investment strategy of Core in a mutual fund structure, we also offer the Davenport Core Fund.

An investor should consider the Fund’s investment objectives, risks and charges and expenses carefully before investing. The Fund’s prospectus contains this and other important information. Click here to view a copy of the Fund’s prospectus. Please read the prospectus carefully before you invest or send money.