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Foundational Principles Foundational Principles
Our primary mission, one that we take very seriously, is to be prudent stewards of our clients' wealth.

We serve as fiduciaries, bound to the highest standard of care in the financial services industry.
Davidson & Garrard's core beliefs and investment philosphy stem from the firm's foundational principles, which are outlined below:

Prudent Stewardship
Our primary mission, one that we take very seriously, is to be prudent stewards of our clients' wealth. We serve as fiduciaries, bound to the highest standard of care in the financial services industry.

Discipline and Consistency
Many of our clients entrust the management of a significant portion of their net worth to us. We believe that the best way to build and protect wealth is by following a disciplined, evidence-based investment approach that focuses on risk management, mitigates the natural human tendency to be swayed by emotion, and seeks neither to make speculative “bets” nor time the market.

Long-Term Orientation
We believe in the basic tenet that capitalism works and that patience is an essential element of investing success. In the short term, random and unexpected events can tempt investors to make significant adjustments to their strategy, often with detrimental long-term consequences. Recognizing that most investors have multiple objectives with varying time horizons, a durable investment strategy is one structured to align portfolio asset allocations to fit those multiple objectives and time horizons.

Strong Relationships
We believe that trust with open and regular communication is essential in building successful, long-lasting relationships. Our goal is to be our clients' Go-To partner on all financial matters. Life is full of surprises and we are committed to being there to help plan for, and navigate through, the challenges that may arise along the journey.


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