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We offer comprehensive investment management solutions tailored for each client.

D&G's commitment to investment excellence and superior service has allowed us to grow to serve three distinct types of clients.
D&G has experience in a wide range of financial services. Below are the three main services we offer.

Individual & Family Wealth Management
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... Read More

Endowments, Foundations, and Non-Profit Organizations
Davidson & Garrard's institutional investment practice focuses on small to mid-size entities. Davidson & Garrard's institutional investment practice focuses on small to mid-size entities. Clients include a wide range of nonprofit organizations focused on healthcare, education and the arts, homeowner's associations, religious organizations and governmental instrumentalities... Read More

Retirement Plan Services
D&G's retirement plan service model is a three-pronged turnkey solution focused on low-cost, transparent investments, proactive fiduciary risk management, and a multi-faceted participant education program... Read More


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