Wealth Management
Research | Relationships | Results
The three words above are at the core of our comprehensive approach to wealth management. Meeting with clients, working with them to help define (and refine) their goals, providing them with appropriate solutions, all while helping them navigate the inevitable changes along the way—our aim is to deliver a consistently excellent client experience. We take pride in our complete service platform, which supports the individual needs of our clients.
Research
The core of our investment strategy centers on in-depth research. We are firm believers that superior results can be achieved over time via thorough research. This is the methodology on which Thompson Davis & Co. was built, and it still holds true today. Whether we are acting as a fiduciary advisor or best interest broker, we are obligated to put our clients’ interests first. As such, our approach is designed to identify only those specific investment products or services that help our clients best meet their goals.
Relationships
Thompson Davis & Co. has a history of providing our clients with an unwavering commitment to serve their interests with integrity while adhering to ethical and professional standards. Our talented team, with decades of combined experience, continuously strives to uphold these values and deliver the quality of service that our clients expect and deserve.
Results
We believe sound investment principles, over time, tend to produce sound investment results. We work to uncover investment opportunities that Wall Street may be overlooking as we help our clients achieve their financial goals. That has been the focus of Thompson Davis & Co. for the past two decades, and we continue to endeavor for excellence.