A complete list of active advisors currently associated with Davenport Wealth Advisors
Warmer can help you find a great advisor at Davenport Wealth Advisors or one who fits your needs even better.
The firm provides non-discretionary portfolio management and financial planning to individual clients, including high-net-worth individuals. Services emphasize tailored, risk-based allocations implemented primarily with mutual funds and ETFs and include periodic rebalancing and written plan deliverables. Its investment approach is long-term and grounded in modern portfolio theory, using model portfolios and a preference for passive funds with a small-cap and value tilt. The firm generally delivers advice on a non-discretionary basis, conducts due diligence before recommending third-party managers, and adjusts asset allocation as client circumstances change. What is noteworthy is that virtually all reported assets under management are non-discretionary, and the firm does not take custody, exercise trading discretion, or vote client proxies—practices that diverge from many peers. Operationally, the adviser relies on an external turnkey provider for portfolio accounting, fee billing, and back-office functions and also offers one-time comprehensive financial planning engagements as an alternative to ongoing management.
To learn more about the advisors currently working at Davenport Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Castro Valley, CA
| 16
|
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