DVI provides specialized support for foundations and endowments, offering a focused set of services designed to help mission-driven organizations steward their capital with clarity and purpose. Services may include:

  • Investment management and asset allocation
  • Customized reporting and benchmarking
  • Grant administration and distribution support
  • Investment policy statement development
  • Governance best practices
  • Transparent and detailed reporting
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Services are consultative and administrative in nature; DVI does not provide legal opinions, conduct due diligence or audits, or assume responsibility for grantee monitoring or reporting.

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.

Investment Portfolio

DVI Consulting Group

DVI Consulting Group offers objective, expert guidance to businesses and institutions on managing retirement and pension assets, helping plan sponsors fulfill fiduciary duties and improve plan outcomes through tailored consulting and oversight.

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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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