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Overview Bios Investment Outlook Proxy Voting Individuals and Families IRAs Trusts Foundations 401k and 403b Market Data Stock Ticker Calculator Financial Glossary i-Glossary |
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We manage investment portfolios for individuals, corporations, retirement plans, endowed institutions and foundations located primarily in western Virginia. As of March 31, 2008, DHF&B had $563 million in assets under management. We emphasize a client-centered approach to investment management in which each portfolio is managed according to the client’s individual requirements. We maintain a high level of service and are readily available to our clients. References are available upon request. Follow the link below to review the firm's Securities and Exchange Commission disclosure form ADV Part II. View Form ADV Part II online |
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