How We Work

Our operating style is time-tested. We presume integrity, a willingness to trust, and a handshake are the best introduction to partnerships. And from there, our first responsibility is simply to listen. When our clients put problems on the table, we offer an empathetic ear, knowledge, and experience. For over half a century the result has been sound solutions, adapting an array of products and services to the exacting specifications of your plan.

We believe relationships are earned. Our process allows clients to measure our capabilities and judge our performance before they engage our services and in all the stages that follow. Our client relationships span affluent families, entrepreneurial and multigenerational firms, and professional partnerships.

Step 1. Initial Meeting

We listen to client needs, circumstances, and goals. Then let them learn how DavisWalker thinks, so they can evaluate the benefits of proceeding to the next step.

Step 2. Assessment

We engage in a joint information gathering and discovery process, drawing out clients' personal views, current objectives, and past decisions. From this we can determine the appropriate application of the full resources of DavisWalker.

Step 3. Engagement

Clients then receive a written summary of our analysis of problems and opportunities. We set a planning direction, then define strategic issues and solution options. Our compensation is explained so clients can compare costs versus benefits and make an informed decision about our working relationship.

Step 4. Strategy Development

To assure strategies are appropriate from all perspectives, we work closely with our clients' attorneys, accountants, and other professional advisors and add input from internal resources. We prepare agendas to coordinate team responsibilities and timetables, meeting regularly with clients to explore options and define priorities. This ensures that the decisions made reflect a thorough and objective analysis, and ultimately the appropriate solution.

Step 5. Implementation

We continue our role as project manager with all parties to help assure effective implementation. Parties include accountants, attorneys, trust officers, investment brokers, insurance companies, banks, and service vendors.

Step 6: Review

DavisWalker provides ongoing reviews to help determine suitability and measure performance of all elements of our clients' plans in light of changing circumstances. Continual monitoring allows us to respond quickly, implementing modifications to help preempt problems and capture opportunities.

Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - July 3, 2018

• Consumer Sentiment Rises - Chief Economist for The University of Michigan's survey Richard Curtin said one-in-four consumers mentioned the potential negative impact of tariffs on the domestic economy.

• ADM in Talks with Neovia - Archer Daniels Midland Company (ADM) is in talks to take over French animal feed business Neovia for 1.5 billion euros ($1.75 billion) in order to expand in the animal nutrition sector.

• Tesla Meets Production Target - Tesla's first mass production vehicle missed two Ņambitious' production targets, but Musk promised investors that the company would make 5,000 Model 3s per week by this time of year.

Financial and Economic Brief - June 26, 2018

• Harley-Davidson Moving Some Production Overseas - The EU launched tariffs on American imports like bourbon, peanut butter and orange juice on Friday.

• Oil Prices Fall - Brent crude oil fell by more than 1% today as investors prepared for an extra 1 million barrels per day (bpd) to hit the markets after OPEC and its partners agreed to raise production to “stop the gap” between supply and demand.

• SEC Probes Earnings per Share - The SEC is investigating whether publicly traded U.S. companies have been rounding up their quarterly earnings to the next highest cent.

Financial and Economic Brief - June 19, 2018

• U.S. GDP Models, Higher - The U.S. economy is likely growing faster than expected, and raised its second-quarter growth forecast to 4 percent from 3.9% on Friday, citing strong manufacturing economic data.

• DJIA Falls amid Growing Trade Tensions - The Dow Jones Industrial Average fell more than 200 points on Monday morning as well as the other major indexes, as China’s “retaliatory action” against U.S. tariffs renewed fears of a trade war.

• Eurozone vs. Greek Government - Eurozone finance ministers are ready to face a conflict this week with the Greek government over the terms of a “golden goodbye” as Greece prepares to leave its third bailout program.

Financial and Economic Brief - June 12, 2018

• New Rate Hikes Soon - The Federal Reserve is due to announce another rate hike this week amidst a “spat” between the U.S. and its Western allies over trade tariffs.

• Rolls-Royce Cutting Jobs - Britain’s Rolls-Royce said a compressor problem found on a “small number of high life Package B engines” are requiring an inspection of the B fleet and sending its shares down 1%.

• Global Economy Risks - Economists warn that trade fights, geopolitical tensions, rising oil prices and emerging market crises could be detrimental to economic growth.

Financial and Economic Brief - June 5, 2018

• Strong Employment Signals Rate Hikes - May’s strong employment report of 223,000 new jobs in May including a gain in wages of 0.3%, indicates the Fed is on track to raise interest rates in June and could even add a fourth rate hike to its forecast this year.

• U.S. Stocks Rise - U.S. stocks rose on Monday led by gains in technology shares and Friday’s jobs data, which gave investors confidence that the U.S. economy remained strong.

• More Store Closings for Sears - Sears Holdings is closing 63 stores because the company hasn’t earned a profit since 2010.

Financial and Economic Brief - May 29, 2018

• Consumer Confidence Strong - The Conference Board’s measure of consumer confidence matched analysts expectations in May.

• S&P 500 Down over Italy’s Crisis - The S&P 500 and DJIA hit near three-week lows today as investors switched cash into “perceived safe havens” of global financial markets due to a deepening political crisis in Italy.

• US Dollar Index is Rising - The US Dollar Index, which measures the value of the dollar against major global currencies, has been rising.