davenport one pager richmond
TRANSCRIPT
In the century and a half that has passed sinceour founding, Davenport & Company has beenprivileged to call as friends countless clientsand colleagues. Over the years, it has been achallenge to convey what makes our companydifferent. We’ve found that “Building Wealth &Earning Trust” truly becomes apparent only aswe work together, person to person, over time.
We are a conservative investment firmheadquartered in Richmond, Virginia. We offerAsset Management, Retail Brokerage,Investment Research, Comprehensive FinancialPlanning and Investment Banking and AdvisoryServices. We are a Registered InvestmentAdvisor with 16 office locations employing over180 registered securities professionals. We are a company that stays focused on doingthe right thing and earning the trust of those
we serve over the long haul. Theindependence of our firm and 100%employee ownership are key to thereputation for integrity that we have workedto establish since we opened in 1863.
As an employee-owned firm, Davenport &Company does not answer to a distantfinancial conglomerate nor are we subject toanother institution’s agenda. We answer toone group of people every day, our clients.And for our clients, we manage their moneyas if it were our own.
If this is your introduction to Davenport &Company, we hope it will be the beginningof a long relationship in which you reachyour financial goals.
A LITTLE ABOUT US
(1) Retail Brokerage{Stocks, Bonds, ETFs, Mutual Funds}
(2) Asset Management{Portfolio Management, Allocation & Consulting Services}
(3) Investment Research{Dedicated In-house Experts}
(4) Insurance{Annuities, Life & Long-term Care}
(5) Financial Planning{Goals Based Analysis, Retirement Services}
(6) Corporate and Public Finance
WHAT WE CAN OFFER YOU
Richmond
Williamsburg
Franklin Virginia Beach
White Stone
Charlottesville
Lynchburg
Roanoke
Danville
Raleigh
Sanford
Greensboro
Norfolk
Fredericksburg
Farmville
Suffolk
WHERE YOU CAN FIND US
One James Center 901 East Cary Street Suite 1100 Richmond, VA 23219(800) 846-6666 investdavenport.com
v 16 Branch Locationsv 400+ Employeesv $17+ Billion in Assets
Building wealth & Earning Trust For 150 Years
We care deeply for our clients, one another, and our communities.We remain focused on doing for others what we do for ourselves.
our CULTURE
We control our own destiny because we are 100% employeeowned. We encourage independent and collaborative thought
that challenges status quo and questions the latest fad.
our INDEPENDENCE
investing in PEOPLE OF EXCELLENCE
We have thrived for nearly a century and a half by remainingcommitted to sound, long-term investment principles.
being RESPONSIBLE STEWARDS OF CAPITAL
We will strive to improve upon what we have inherited — expecting the best of ourselves and our company.
CONTINUAL IMPROVEMENT
We seek to deliver an experience that constantly reaffirms your decision to be with Davenport.
YOU
We are committed to...
We invest in high quality people who are committed to excellence and who are inspired by our greater purpose of serving others.