Services for Individuals
Comprehensive Wealth Management
Davidson & Garrard provides customized long-term wealth management solutions, delivered with the highest level of attention and service.
Our portfolio managers:
- Have over 150 years of combined investment experience
- Are intently focused on developing long-lasting, meaningful relationships
- Build portfolios to suit each client’s specific investment objectives, risk tolerance, time horizon and tax situation
- Are readily accessible for private consultations as needed
Solutions span across a broad full risk/return range of asset classes. In many cases, this solution is an active/passive blend strategy including mutual funds, individual stocks, exchange traded funds (ETFs) and bonds. These assets are selected by our skilled and knowledgeable investment committee in an effort to deliver performance without undue risk.
For clients who meet certain net worth requirements, other asset classes may be evaluated, such as private equity or direct risks involved, as well as tax considerations.
Our process consists of:
- New client interview and needs analysis
- Analysis of existing portfolio
- Development of investment strategy
- Creation of an investment policy statement
- Implementation of investment strategy
- Periodic review/rebalancing/ongoing portfolio management