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Welcome to David Vaughan InvestmentsProblem solvers, Investment counselors

Thank you for your interest in David Vaughan Investments, Inc. We appreciate the opportunity to introduce ourselves.

DVI is a team of investment counselors, independently owned for more than 30 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors.

The DVI team builds custom portfolios, each based on a client's unique set of income and growth objectives, risk tolerance levels and tax considerations. While separate account management is our core competence, we also work with a client's other advisers to solve complex tax, legal and financial challenges.

Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients' best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.







In the News
Spring 2014Quarterly Perspective - Vol. 21, No. 2
In the investment management world, the response "I don't know", generally does not gain you a whole lot of fame, celebrity or frequent headlines in the Wall Street Journal. However....   Continue reading...
March 2014Broker or RIA: Who Should You Choose?
Written by Pat Smarjesse for InterBusiness Issues Magazine. Why it matters whether your investment professional is a fiduciary...  Continue reading...
20142013 Year in Review
After a year like 2013, one might come to the conclusion that DVI's transition from a small family owned firm to a management lead professional service corporation is now complete. Once again surpassing prior year revenue...  Continue reading...
December 20134th Quarter 2013
Stocks rallied sharply in the 4th quarter, finishing off a very strong year that moved both the S&P 500 and Dow Jones Industrial Average to record highs at year end.  Continue reading...
David Vaughan Investments, Inc. is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. DVI was established in 1977 as a sole proprietorship and restructured into an S Corporation in 1991. The information provided on the DVI web site is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.