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MFWire: Davenport Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Davenport & Company
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One James Center, Suite 1100
901 East Caray Street
Richmond, VA 23219
Google Maps
Contact
Main Phone: 800-846-6666
Web Site:
http://www.davenportllc.com/
Mutual Fund Brand(s)
Davenport Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Full-service broker-dealer Davenport & Company traces its history all the way back to 1861, when Isaac Davenport, Jr. and Charles Wortham launched the insurance agency in Richmond, Virginia, expanding into investing in 1863 as the Civil War dragged on. Its original headquarters didn't survive the burning of the city in advance of the arrival of Ulysses S. Grant's Union army in 1865. Yet the firm rebuilt again only two years later.
Davenport gained a New York Stock Exchange seat in 1921, then sold its insurance agency to Marsh & McLennan three years later. Now in 2011, the firm is 100-percent employee-owned and still led by a Wortham, president and CEO Coleman Wortham III. It boasts more than 150 more financial advisors.
In 1998, Davenport entered the mutual fund business by launching Davenport Core, a four-star fund according to Morningstar, as of December 15, 2011. Davenport then debuted two more funds, Davenport Equity Opportunities and Davenport Value & Income, on December 31, 2010. As of December 15, 2011, Core held $152.4 million, Equity Opportunities held $46.3 million and Value & Income held $68.4 million. All three are no-load.
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Sponsored Opportunities
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Key People:
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John Ackerly
Vice President, Davenport & Company Llc | Joseph Antrim
President, Davenport & Company Llc | Michael Beall
Executive Vice President, Davenport & Company, LLC | Margaret Alves
Chief Compliance Officer and Director, LEAVELL INVESTMENT MANAGEMENT, INC. | Denise Peters
Chief Compliance Officer, DAVENPORT & COMPANY LLC |
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