Unlock your wealth’s potential with a dedicated team of financial advisors and managers from David Vaughan Investments in Peoria, Illinois. Partner with a seasoned team of financial professionals that has served numerous clients with excellence since 1977. With more than $4 billion in assets currently under advisement, we bring an unsurpassed volume of knowledge and expertise.
Trusted Financial Advisors and Managers in Peoria, IL
Are you responsible for a large array of assets in Peoria, IL? Partner with the trusted financial advisors and managers at DVI in Peoria, IL for sound advice, superior industry knowledge, up-to-date market insights and reliable portfolio management to secure you and your beneficiaries a better future. Who needs wealth advisory services?
- High-net-worth families
- High-performing businesses
- Private foundations or endowments
- Educational institutions with endowments
- Companies with pension plans
- Other entities with large numbers of assets
Families, businesses and other stakeholders with numerous valuable assets in Peoria, IL can get the skilled and experienced financial advice and wealth management services they need to protect their portfolios and their future. Contact our Peoria office at 5823 North Forest Park Drive at 800-332-5944 or complete the online contact form to schedule a consultation.
DVI Financial Services in Peoria
For more than 45 years, DVI has offered professional and reliable financial services for individuals and organizations in Peoria and across the State of Illinois. We have been entrusted with the assets and futures of personal and business investors that include several world-class manufacturers, including Caterpillar and Komatsu, nationally acclaimed medical centers and innovation companies, the largest USDA research facility in the country and an array of technology startups.
Our highly-valued and sought-after services include:
- Investment Management – We build investment strategies and grow portfolios from the bottom up, meeting the most complex needs of our investor clients.
- Complex Financial Planning – DVI financial planning and investment advisors know how to build portfolios that enjoy lower volatility and better peace of mind for even the most complex financial situations.
- Financial Risk Management – We work to understand and quantify different risks so we can balance the opportunities, trade-offs, costs and possible rates of return for each of your investments. Then we can create the best diverse investment approaches that meet your needs and goals.
- Financial Portfolio Management – DVI specializes in effective financial portfolio management that builds and oversees your assets to mitigate risk and meet all your overall financial objectives.
Call or contact our Peoria, Illinois, office today and schedule a consultation with a member of our talented team.