Problem 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.