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Davenport Watts & Drake Investment Advisors, LLC

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Retirement Plans

Davenport Watts & Drake Investment Advisors (DWD) manages individual retirement accounts and advises individuals how best to save for retirement.  But DWD also assists employers in providing the best retirement benefits for their employees.

DWD can assist an employer in designing the retirement plan that best meets their needs in attracting and retaining the very best and brightest employees.  Be it a Simple IRA plan, a safe harbor 401(k) or a complex profit sharing plan – we can assist with a variety of plan types.  We also can assist in choosing a plan provider, custodian, and third-party administrator if needed.  We already work with a variety of service providers and can make recommendations for the provider who best meets an employer’s level of need.

DWD assists employers in establishing and following an investment policy statement for their retirement plans and will help choose the investment funds that best meet that policy goal.  DWD currently works with John Hancock, Empower, and Fidelity as plan custodians, but we are always checking to make sure that these providers are doing the best for their plan sponsors or if another custodian might be a better fit.

DWD is willing and able to explain benefits to employees and will handle plan enrollments.  We are happy to meet with groups of employees or individual employees, one-on-one, in person or by phone, to educate them on investing and to help employees make difficult financial decisions that may or may not relate to their retirement plan benefits.  DWD truly wants to serve their plan participants as well as they serve the plan sponsors.

DWD can be compensated for services directly by the employer or from plan assets but it is always fee-only.  DWD receives no commissions from the sale of securities so there is no conflict in recommending the very best investments for the retirement plan.

Our Services

  • Asset Management
  • Retirement Plans
  • Financial Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (601) 898-8069
Fax: 601 853-8087

Email: shelia@davenportwattsdrake.com

234 W. School Street , Ridgeland, MS 39157

PO Box 2300, Ridgeland, MS 39158

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Davenport Watts & Drake Investment Advisors, LLC (DWD) is a Registered Investment Adviser, duly registered with the State of Mississippi in accordance and compliance with applicable securities laws and regulations.  In that the firm may only transact business in states in which it is properly registered as an independent advisor or in which it is exempted or excluded from the registration requirement, only residents of the State of Mississippi and those states with an established de minimis rule may receive investment advisory support services accordingly from DWD.  DWD does not render personalized investment advice over the internet.  In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of Mississippi or outside of those states with an established de minimis rule regulating the sole and exclusive jurisdiction in which DWD is registered as an investment adviser.  In the future, should DWD seek to solicit investment advisory clients in states outside of the State of Mississippi or outside of those states with an established de minimis rule, an investment advisor registration would first be procured by the firm in such state or states outside of the State of Mississippi or those states with an established de minimis rule. 

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