Listen
Understand each client's current state, financial objectives, risk/reward and the implications of change.
Risk Management Is Our Investment Philosophy Guidepost
For more than four decades, our focus on risk management has delivered attractive returns in virtually all market conditions. Although our clients' financial needs are complex, we simplify the process.
Plan
Design custom portfolios of stocks and at times fixed income securities to meet objectives.
Implement
Manage with patience and discipline, taking on the day-to-day decision making.
Monitor
Measure progress and communicate results in easy-to-understand reports.
Hand-Crafted Investment Portfolios Share Common Goals
Although we build our portfolios to meet the unique needs of each client, our goals remain the same: consistent returns, lower volatility, downside protection and ultimately peace of mind.
Equity
Leading companies with competitive strength and commitment to the dividend tradition.
Balanced
Value-oriented, income-producing equities plus high-quality fixed income instruments
Managing and Mastering the Wealth Lifecycle
With high-net-worth comes a high level of complexity at every phase of the wealth lifecycle. DVI's team of experts anticipates and navigates each step of the journey. We serve as the quarterback in planning, collaborating and communicating with our clients’ attorneys and tax advisors to solve for any financial, tax and legal implications along the way. We handle the details so our clients can spend their time on the things that matter most in their lives.
Strategic Advice
- Financial Planning
- Tax Planning
- Retirement Planning
- Trust and Estate Planning
- College Funding
- Charitable Donations
- Private Foundations
- Business Transition
Investment
- Cash Management
- Concentrated Position Management
- Non-Discretionary Accounts
- Company Stock Option Strategies
Ancillary Services
- Deposit & Withdrawal Fund Transfers
- Proxy Voting
- Realized Gain/Loss Reporting
- Securities Class Action Processing
- Tax Estimates & Withholding
High-Performing Organizations Trust DVI
Our experienced team provides steady guidance and a disciplined approach to meet institutional investment needs. Whether it's a retained earnings account for a corporation, the retirement plan of a small business or the investment assets of foundations and endowments, our experienced team is uniquely qualified to help businesses chart a successful course forward.
DVI Consulting Group
Our team is specifically qualified to address the needs of 401-k Plans, Foundations & Endowments, Taft Hartley Pension Plans and other organizations that desire exposure to a broad range of asset classes. We assist in managing the fiduciary responsibilities related to the development of investment policy statements, the selection and monitoring of investment options, performance reporting and investment communication, and education services for plan participants.
DVI Foundation Services
DVI has a strong understanding of the needs of a private foundation and has a full suite of services to assist with grant processing, investment policy statements, corporate governance, comprehensive reporting, and of course, investment management.
A Team Comprised of Diverse Skills, Different Perspectives and Deep Expertise
Success is a journey rarely traveled alone. At DVI, collaboration is at the heart of our business; investment advisors, wealth managers and business consultants, all working together in the best interest of our clients––but we don't stop there. DVI proactively brings in our clients' legal and tax advisors to anticipate challenges and optimize any advantages.
