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The Firm The Firm
We focus on professionalism, integrity, accessibility and responsiveness.

Our size gives us the ability to deal effectively with our clients' special situations and investment requirements.
Areas of interest:
Foundational Principles   |  Our Philosophy   |   The D&G Team   |   Giving Back

The investment landscape has evolved dramatically over the past 27 years, and D&G has continued to evolve and keep pace. While maintaining its historic focus on carefully selected individual stocks and bonds, D&G has grown into a globally-oriented, multi-asset class manager. With close attention to client needs, D&G constructs and manages both domestic and multi-asset class portfolios that seek to optimally balance risk, income, and capital appreciation for each client. Our fee-only business model ensures the firm's and client's interests are closely aligned. The firm seeks to understand the broader context of each client's situation and has forged strategic relationships with accounting and legal partners to better serve our clients.

Founded by investment professionals steeped in the fiduciary responsibilities of trust departments, D&G is attuned to its fiduciary duty toward clients as a registered investment advisor. D&G's professionals comprise a multi-disciplinary group with over 200 years of business, banking, legal and investment experience that inform everything from Investment Committee decisions on security selection and asset allocation to practical advice to individual clients. Our size gives us the ability to deal effectively with our clients' special situations and investment requirements.

With a focus on professionalism, integrity, accessibility and responsiveness, portfolio managers and staff form close, and often lifelong, relationships with our clients.

To view a brief introduction to Davidson & Garrard all in one brochure, you may access that here:
Firm Introduction & Overview PDF


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