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Year in Review

BUSINESS RELIABILITY

45 Years of Continuity & Commitment to Clients | 38 Employees

Registered under the SEC Since 1977

Average Tenure of Client Facing-Employees (Years)

15 All Employees | 27 Senior Partners

94% Employee Retention Rate in 2021

12 Consecutive Years of Improving Financial Results

FINANCIAL SUSTAINABILITY

.63B AUA $s in 2021 VS. 3.77B AUA $s in 2020

204M Net New Assets in 2021

Proudly Serving Clients in 35 States

OUR CLIENT RELATIONSHIPS

98.37% 2021 Client Retention Rate | 1,285Households for which We Serve as a Fiduciary

DVI Client Profile
__________
67%
Individuals/Families
__________
17%
Institutional Clients
__________
14%
Consulting