Prospective Clients: Individuals
Investors come to DVI for many reasons, but all are seeking one thing: a new plan for managing their wealth. Managing and preserving wealth can be difficult, time consuming and stressful. DVI's experienced investment professionals will relieve that stress by taking on the burdens many no longer wish to carry by implementing our conservative financial and investment philosophy and offering solutions to complex financial challenges. We welcome your interest in DVI.
Financial and Investment Philosophy
- Looking to preserve and increase wealth
- Financially conservative
- Relationship driven not transaction oriented
- Long-term focused with prudent risk management
- Willing to entrust DVI with investment decisions, but engaged in overall strategy
- Willing to pay reasonable fees for professional services rendered
Solutions to Complex Financial Challenges
- Tax sensitive investment planning
- Distribution planning
- Retirement planning
- Estate and Charitable planning
- Trust planning and administration
