Since 1994, DVI’s Quarterly Perspective has provided clients with thoughtful, candid commentary on the markets and investment strategy. Launched by founder David Vaughan, the publication set out to make complex financial topics accessible — blending sharp analysis with literary flair, honest opinion, and a personal tone that reflected the firm’s deep commitment to client peace of mind.

Over the years, new voices have joined the conversation, but the purpose remains the same: to foster clarity, transparency, and trust. In 2023, InnerView was introduced as a companion piece, offering a more personal look into DVI’s people, projects, and principles in action.

Together, these publications continue to connect clients with the values and thinking that guide every decision at DVI.

Let’s Start the Conversation.

We listen first, then craft custom strategies—grounded in fiduciary discipline and steady guidance—to help your hard-earned wealth reflect what matters most to you. Connect with an Associate to begin.

Financial advisors in meeting reviewing documents at conference table.