Davenport & Company has been a consistent and trusted financial advisor to generations of families and institutions.

We offer a complete range of investment services, including

comprehensive stock and bond brokerage, investment

management, research, financial planning, insurance, public

finance and corporate finance services—all built upon a

commitment to helping our clients reach their financial goals.

Whether you’re looking to maintain a lifestyle, finance higher education, plan for retirement or buy or sell a business, we have the people and expertise to help you achieve your goals. We specialize in meeting a wide array of investor needs, including personal assets, trusts and estates, charitable giving, foundations and business ownership.

We attract dedicated, talented professionals who are guided by integrity and experience. Here you’ll find a collaborative environment in which time-tested principles are combined with current analytical tools creating investment strategies suited to your specific needs.

Our reputation and continued success will always be based on building close and personal long-term relationships with our clients. As stewards of your money, we remain committed to helping you grow and preserve your wealth today and for generations to come.

A Legacy of Excellence. A Commitment to Service.

• Established in 1863

• Employee owned

• Nineteen offices in the Mid-Atlantic Region

• 425+ associates–including over 175 Investment Executives

• Member of the New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA), Securities Industry and Financial Markets Association (SIFMA) and Securities Investor Protection Corporation (SIPC)

I. Lee Chapman IV President

Building Wealth Together is a principle that has sustained our company for 150 years. This has helped us build a strong culture of service and partnership with countless clients and colleagues.

At Davenport, we are pleased to offer you an array of investment styles to meet your financial goals.

For those investors seeking a traditional brokerage account, Davenport’s Investment Executives are well versed in the fundamentals of individual stock, mutual fund, and bond selection. Our professionals have a long history of selecting individual positions based on the investors’ needs and we welcome the opportunity to serve clients who enjoy this kind of traditional account relationship.

Your Money In the Hands of Experienced Investment Professionals

Davenport Asset Management

The flagship of our managed program is our own professional division, Davenport Asset Management. Established in 1984, we now manage over $3 billion in multiple investment strategies for individuals and institutions. Working with a team of professionals is central to the Davenport Asset Management experience.

Each Davenport Asset Management investment strategy is overseen by our Investment Policy Committee, a seven-member team of our most experienced and talented professionals. Supported by a group of research analysts and portfolio managers, the members have an average of 30 years of investment experience, and have managed money through nearly every type of market and economic condition.

ManagerSelect

Our ManagerSelect program offers you access to some of the premier third-party asset managers in the country, who provide independent money management services that meet our rigorous standards for quality and offer a range of investing styles. Featuring a variety of different managers who offer diverse styles, our Investment Executives work in partnership with you to identify a manager who suits your needs.

Flexible Managed Account

This program allows you to work with your Investment Executive, who will personally manage and tailor your portfolio to your specific objectives using a wide variety of investments. You can choose to approve each trade or assign your Investment Executive investment discretion.

If you are seeking a managed money solution, Davenport offers a robust selection of choices:

CharlottesvilleDanvilleFarmvilleFranklin

FredericksburgLeesburg*LynchburgNorfolk

Richmond**RoanokeSuffolkVirginia Beach

White StoneWilliamsburg

Charlotte*GreensboroRaleigh**Sanford

Towson*

One James Center 901 East Cary Street Suite 1100 Richmond, Virginia 23219

(800) 846-6666investdavenport.com

Building Wealth Together

In our company’s 150–year history, we have earned a reputation for solid, prudent investment advice that stands the test of time. Just as we’ve done from the beginning, we start every day investing and focusing on protecting your assets.

We consider each client relationship to be a true partnership. When suitable, we employ the same strategies in guiding your investments as we do for ourselves. Working with Davenport & Company, you can be confident that your interests and ours are aligned to meet your financial goals.

We look forward to helping you plan and achieve your financial goals. For more information on Davenport & Company, visit investdavenport.com. If you would like to speak with one of our associates, call (800) 846-6666.

*Public Finance Office only**Retail & Public Finance Office

VA NC MD

When it comes to stock, bond or mutual fund selection and ongoing portfolio management—including traditional brokerage—knowing the marketplace is critical and requires special resources and insight.

With Davenport & Company, you gain access to a variety of resources and expertise:

The Benefit of Diverse Resources

• Davenport Equity Research

• Correspondent Research

• Davenport Manager Research

• Investment Policy Committee communications

• Financial Planning tools and Professional Financial Planners

• Insurance and Annuity Specialists (including long-term care)