Custom Built Wealth Strategies and Asset Management Since 1977

At DVI, we have always thought of ourselves as manufacturers, building our strategies and portfolios from the bottom up to serve the unique and complex needs of our clients. We are experts at navigating every phase of the wealth management lifecycle for high-net-worth individuals, as well as commanding the complexities of asset management for high-performing institutions.

Integrated Team Approach for custom built wealth strategies

Integrated Team Approach

Multi-disciplined experts collaborate for competitive returns and capital preservation.

wealth strategies and asset management

Over $4B in Assets Under Advisement

Our consistent and strong performance drives continued growth.

financial advisory firm

CNBC Top 100 Financial Advisory Firms in the Nation 2019, 2020, 2021 & 2022

For fiduciary responsibility, range of services, investment strategy and compensation.

Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

Explore Services

wealth strategies and asset management

Get to Know the People of DVI

News You Should Know

Equities mostly saw gains in the first quarter, helped by a rebounding growth stocks. The Federal Reserve decision to slow its pace of rate hikes to 25 basis points helped investor sentiment and speculation increased that the end of the Fed tightening cycle is near.
Our latest quarterly newsletter has just been released and is available for your reading pleasure and includes: A detailed analysis about the circumstances leading to Silicon Valley Bank’s recent events, and Perspective about the wide division in market analysts’ current opinions, including a data-backed discussion about the bulls’ and bears’ market outlooks.

An Investment Firm Born of Quiet Quality

Passion and humility are foundational characteristics of the team at DVI. Since day one, David Vaughan and his small team embraced a quiet quality approach to our work. David felt that the success we achieved for our clients spoke for itself. Forty-five years later, quiet quality continues to provide a calming backdrop on the path to peace of mind.

More About Our Story

Top Investment Firm David Vaughan Investments