Our Approach
Ours is a "Quiet Quality" approach to investment management. Working together with each client, we build a long term investment and wealth management plan based upon their goals, objectives, and unique circumstances. The DVI team executes that plan on the client's behalf, acting in their best interests and striving to be good stewards of the wealth that has been entrusted to us.
Our core competence is building and managing custom portfolios using individual securities, all based on the client's specific income and growth objectives, risk tolerance and tax considerations. However, we also realize that wealth management goes far beyond selecting investments for a client's portfolio, so we work in partnership with our client and their legal and tax advisors on the following:
Wealth Management Services
- Accommodation accounts
- Cash management
- Charitable foundation establishment
- Charitable giving
- College planning
- Concentrated position management
- Deposit and withdrawal processing
- Distribution analysis
- Proxy voting
- Realized gain/loss reporting
- Retirement planning
- Securities Class Action Claims Processing
- Small business ownership restructuring
- Stock options strategies
- Tax sensitive investment planning
- Tax withholding
- Trust and estate planning
