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DVI Consulting Group provides objective, experienced advice to businesses, nonprofits, and institutions on the oversight and management of employee retirement and pension assets. Our team partners with plan sponsors to support fiduciary responsibilities and enhance plan outcomes. Services may include:

  • 401(k) and defined benefit plan support
  • Taft-Hartley pension plan consulting
  • Investment policy creation and review
  • Fund selection and due diligence
  • Performance reporting and benchmarking
  • Participant education and communication

Services are consultative and administrative in nature; DVI does not provide legal or tax advice, act as a plan fiduciary, or conduct audits. Sponsors retain all decisions and compliance responsibilities.

Explore Other Services

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Investment Management

DVI’s disciplined, value-driven investment approach centers on downside protection, strategic consistency, and long-term growth, guided by a seasoned Investment Committee that brings structure, objectivity, and customized portfolio management to every decision.

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Wealth Management

DVI provides personalized, high-touch wealth management and comprehensive reporting through disciplined execution, collaborative service, and integrated coordination with legal and tax advisors—all tailored to each client’s unique goals and financial complexity.

Non Profit Organization

DVI Foundation Services

DVI Foundation Services tailors investment management, reporting, and governance support to help mission-driven organizations steward their capital with clarity, purpose, and long-term accountability.

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DVI OCIO

DVI’s OCIO services deliver comprehensive investment oversight, strategic execution, and mission-aligned guidance—serving as an extension of your organization to help achieve long-term goals with structure, discipline, and confidence.

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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