General

About Company
DVI offers asset-management services to high-net-worth individuals and institutional investors.

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founded date

01.01.1977

Number of employees

Company Type

For Profit

IPO status

Private

Description

Established in 1977, DVI is a team of investment counselors based in Peoria, Illinois. They offer investment advisory services to a wide range of clients, including high-net-worth individuals, trusts, estates, charitable organizations, and corporations. With a "Quiet Quality" approach, DVI builds custom portfolios tailored to clients' unique objectives, risk tolerance, and tax considerations. The firm's executive management team manages the assets, aiming for consistent returns, lower volatility, and downside protection.
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