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Year in Review

KEY INDICATORS

1977 | 46 Years Operating as an SEC Registered Investment Advisor

9 Partners  |  45 Associates

$4.9 bln Assets under Advisement

12.2% Assets under Advisement 5-Year Annual Growth

1,154 Clients

36.6% of DVI Clients Served for More than 10 Years

Servicing Clients in 37 States

98.2% Client Retention

GIVING BACK TO THE COMMUNITY

19 Non-Profit Board Participations

35 Organizations Financially Supported

DVI Charitable Foundation Created

72% Associates Volunteering