Our Process
Before an investment plan can be developed and implemented, the DVI team spends a great deal of time with each client to fully grasp and understand their unique needs, circumstances and financial conditions. In collaboration with our clients’ legal and accounting counselors, we execute their customized plan into action—a plan that is long term focused, tax efficient and developed to realize their long term goals. The DVI team continues to provide personal attention over the course of our valued relationship to ensure that the plan remains on track to meet established goals or various needs since life circumstances may change.
Listen
Determine client goals:
- Financial objectives
- Risk tolerance
- Cash flow needs
- Investment horizon
Gather information:
- Assets and liabilities
- Sources of income
- Tax status
- Unique circumstances
Plan
Determine the appropriate:
- Account structures
- Asset allocation
- Transition plan
Devise a long-term investment plan focused on:
- Risk management
- Return enhancement
- Asset/liability matching
- Tax efficiency
Implement
Engage DVI's Services
- Contracts reviewed and signed
- New accounts opened
- Assets transferred to new accounts
Execute investment plan
- Tax consequences considered
- Legacy holdings evaluated
- New investments purchased
Monitor
Meet with clients
- Portfolio performance review
- Ongoing dialogue
- Life events
Communicate with clients
- Consolidated reports
- Online account access with secure document vault
- Year-end tax information
- Newsletters and mailings
