Services for Institutions
Davidson & Garrard offers a large cap equity separate account product, custom separate accounts and retirement plan solutions for businesses.
We offer turn-key investment services for businesses of all sizes:
- 401k plans
- Savings Incentive Match Plans for Employees (SIMPLE)
- Profit sharing plans
- Simplified Employee Pension (SEP) plans
Quality Choice
- Participants benefit from investment choices that meet individual objectives, risk profiles and time horizons.
- Plan sponsors have the peace of mind that participants are being offered a broad selection of investment choices within a framework of a rigorously disciplined methodology.
- We offer active/passive blend strategies that are designed and monitored by our knowledgeable staff.
- Models have demonstrated superior risk/reward characteristics over time.
- We have no conflicts of interest (i.e. no hidden fees) in selection of mutual funds.
Customized Service
- Complete coordination of plan conversion process with custodian and plan administrator
- On-site, comprehensive investment and retirement planning, education seminars and participant enrollment meetings
- Annual on-site participant portfolio reviews and consultations
- Daily account evaluations and 24/7 online account access
- New participant and retiree rollover advice and assistance
- Retirement cash flow projections
Cost Competitive Solution
- Our component fund screening criteria includes low operating expense ratios.