At DVI, collaboration is at the heart of everything we do.

Our credentialed advisors, portfolio managers, analysts, and client service professionals work as one team—fully aligned around your success.

Founded in Peoria, Illinois, with a second office in Winter Park, Florida, we serve clients in over 30 states. We deliver deeply personal service—enhanced by responsive support and smart, integrated technology and grounded in integrity, discipline, and hard work.

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Our Associates

DVI is an exceptional team of bright, creative, and dedicated investment professionals united by a passion for our work. We serve our clients’ best interests through a collaborative, team-based approach grounded in mutual respect and integrity.

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Board of Managers

Since 2004, DVI has been guided by a Board of Managers whose diverse expertise and strategic oversight ensure we remain true to our core values while evolving to meet our clients’ needs.

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Careers

At DVI, we build careers around top talent and shared values. Join a team where collaboration, integrity, and Quiet Quality define everything we do. Click below to learn how you can contribute to a culture that values and invests in every Associate’s long-term success.

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.

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