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Davidson & Garrard named to the Financial Times 300 Top Registered Investment Advisers in the U.S.
November 19, 2015

Davidson & Garrard is excited to announce that it has added Stone Ridge Asset Management's mutual funds to its line-up of client solutions.

After significant due diligence, D&G recently established a relationship with Stone Ridge Asset Management, an investment management firm based in New York providing mutual funds that focus on quota share and CAT bond reinsurance. These mutual funds are designed to provide fixed-income like returns without correlation to the financial markets, interest rates, or economic trends.

This development represents another addition to D&G's portfolio management "toolkit" complementing the firm's existing strategies that utilize individual securities, exchange-traded funds, and other no-load mutual funds.

Stone Ridge offers funds to institutional investors as well as individual investors through a select network of fee-only financial advisors. Its investor solutions build on experience in academia, capital markets, and alternative asset management. Stone Ridge utilizes a rules-based approach that automates access to and execution of complex strategies, making them accessible, liquid, and cost-effective. Davidson & Garrard has begun to utilize Stone Ridge funds in some of its clients' portfolios, subject to tax consequences and other considerations.



June 18, 2015

Davidson & Garrard is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The "average" FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.

Davidson & Garrard has been serving individual and institutional clients for over 25 years. Davidson & Garrard’s guiding purpose is to help their clients better understand, order and manage their financial assets through customized portfolio strategies employing a broad range of appropriate asset classes.

More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.



April 20, 2015

Davidson & Garrard adds Dimensional Fund Advisors (DFA) Funds to its Portfolio Management Lineup.

For the past 28 years, Davidson & Garrard, Inc. has worked hard to be a trusted partner in managing its clients' financial assets. In its continuing effort to provide superior investment strategies, D&G recently established a relationship with Dimensional Fund Advisors (DFA), an investment management firm based in Austin, TX.

This development represents an important addition to D&G's portfolio management "toolkit" complementing the firm's existing strategies that utilize individual securities, exchange-traded funds, and other no-load mutual funds.

Established in 1981, DFA and its affiliates manage approximately $400 billion in assets globally as of March 31, 2015, and offers funds to institutional investors as well as individual investors through a select network of fee-only financial advisors. Its evidence-based strategies are grounded in the research of leading financial academics. DFA's broadly diversified portfolios, consistent investment approach, and trading expertise seek to provide higher expected returns with tax efficiency and low expenses, aligning well with D&G's foundational principles of Prudent Stewardship, Discipline and Consistency, a Long-Term Orientation, and Strong Client Relationships. Davidson & Garrard has begun to utilize DFA funds in some of its clients' portfolios, subject to tax consequences and other considerations.


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