Asset Management

Davenport Watts & Drake Investment Advisors, LLC manages the assets of its clients using the core strategies of asset allocation, asset diversification, and periodic rebalancing while utilizing a long-term perspective and minimizing income taxes.
 

Retirement Plans

Davenport Watts & Drake Investment Advisors (DWD) manages individual retirement accounts and advises individuals how best to save for retirement. But DWD also assists employers in providing the best retirement benefits for their employees.
 

Financial Planning

The Davenport Watts & Drake (DWD) team works with both individuals and businesses to develop comprehensive financial plans. These plans seek to inventory financial information, develop clearly defined objectives, and provide recommendations on how to reach those objectives.
 

Core Strategies

Our core strategies: Asset Allocation Asset Diversification, Periodic Rebalancing, Long-Term Perspective, Minimize Income Taxes