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ClaimYour Steady Path To Peace Of Mind.
A team of investment counselors, independently owned for 40 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 investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Peoria, IL
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Year founded
Founded 1977
2 Locations
- Peoria , IL
- Winter Park , FL
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