davenport one pager richmond

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In the century and a half that has passed since our founding, Davenport & Company has been privileged to call as friends countless clients and colleagues. Over the years, it has been a challenge to convey what makes our company different. We’ve found that “Building Wealth & Earning Trust” truly becomes apparent only as we work together, person to person, over time. We are a conservative investment firm headquartered in Richmond, Virginia. We offer Asset Management, Retail Brokerage, Investment Research, Comprehensive Financial Planning and Investment Banking and Advisory Services. We are a Registered Investment Advisor with 16 office locations employing over 180 registered securities professionals. We are a company that stays focused on doing the right thing and earning the trust of those we serve over the long haul. The independence of our firm and 100% employee ownership are key to the reputation for integrity that we have worked to establish since we opened in 1863. As an employee-owned firm, Davenport & Company does not answer to a distant financial conglomerate nor are we subject to another institution’s agenda. We answer to one group of people every day, our clients. And for our clients, we manage their money as if it were our own. If this is your introduction to Davenport & Company, we hope it will be the beginning of a long relationship in which you reach your 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 Locations v 400+ Employees v $17+ Billion in Assets Building wealth & Earning Trust For 150 Years

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Page 1: Davenport One Pager Richmond

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

Page 2: Davenport One Pager Richmond

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.