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Individuals & Families Individuals & Families
Our portfolio managers have over 200 years of combined investment experience.

D&G seeks to address challenges for its clients with a high-touch, personalized approach.
A bewildering array of asset classes and investment vehicles, conflicting and confusing advice, and reduced time confront today's individual and family investors as they seek to manage their financial assets and secure their financial futures. D&G seeks to address these challenges for its clients with customized wealth management strategies and a high-touch, personalized approach.

D&G offers financial planning assistance, and works closely with our clients' professional advisors to structure investment solutions that meet the individual or family's long-term objectives. We are sensitive to tax planning issues in taxable accounts. Through our team approach and regular client contact in meetings, quarterly letters, and as-needed communication with individual portfolio managers, we seek to provide a measure of clarity, simplicity, and structure with responsive service.

Our Portfolio Managers:
1. Have over 200 years of combined investment experience
2. Are intently focused on developing long-lasting, meaningful relationships
3. Build portfolios positioned according to each client's specific investment objectives, risk tolerance, time horizon and tax situation
4. Are readily accessible for private consultations as needed
5. Emphasize a team approach to client service

Our Six Step Process:
1. Client interview and needs analysis, including time horizons and risk tolerance
2. Analysis of existing portfolio (as necessary)
3. Development of objectives and funding requirements
4. Creation of a portfolio strategy
5. Implementation of portfolio strategy
6. Periodic review and rebalancing, and adjustment of portfolio strategy based on changing client needs and market conditions

Legal & Estate Planning
Several D&G principals have legal backgrounds and the firm is committed to full integration of your financial plan. We speak the language and work in a collaborative partnership with your attorneys, tax consultants, and estate planners. D&G has also assembled an outstanding team of legal partners and is pleased to refer clients when appropriate.

Tax & Accounting
D&G has forged a strategic relationship with the accounting firm of Davidson, Doyle and Hilton, a leading central Virginia accounting firm with over 30 CPAs, to assist clients with tax and accounting issues, and the preparation and filing of tax returns.


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