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

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

Over $4B in Assets Under Advisement

Our consistent and strong performance drives continued growth.

Ranked #21 in CNBC’s Top 100 RIA Firms

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.

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News You Should Know

As the end of 2022 nears, don’t overlook the many opportunities available to reduce, defer, or accelerate your tax obligations. Depending on your individual circumstances, one or more of the following strategies (based on current federal laws and policies) may prove extremely valuable.
Our goal is, and always has been, to build a lasting firm that provides the best possible service to our clients now and for future generations. In pursuit of achieving these goals...

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.

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