Investment Management

Our Philosophy: Prudent Risk Management

Our process is grounded in discipline, structure, and a long-term perspective—always with a focus on downside protection. Portfolios are actively managed within a time-tested framework that guides asset allocation, security selection, and market positioning. This approach blends institutional-quality oversight with personalized service and accountability.

Every DVI portfolio is tailored within one of two core strategies: Equity or Balanced. Each strategy reflects our value-driven philosophy—a commitment to capital preservation, risk control, and long-term growth.

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Balanced Strategy Equity
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The DVI Investment Committee

At the center of DVI’s investment process is our in-house Investment Committee—a seasoned team that meets regularly to evaluate market developments and make investment decisions rooted in collective insight and strategic consistency. By combining a proprietary qualitative framework with in-depth research, the Committee carefully selects individual securities to construct portfolios.

With decades of combined experience, the Committee applies rigor, objectivity, and emotional neutrality to every decision. The outcome: consistent performance, reduced volatility, and lasting peace of mind through every market cycle.

Investment Management Services

DVI clients benefit from a comprehensive suite of services tailored to their goals, financial circumstances, and portfolio complexity:

  • Strategic asset allocation aligned with each client’s objectives and risk tolerance
  • Active portfolio management with tactical adjustments as needed
  • Ongoing monitoring and disciplined rebalancing

  • Use of individual securities to avoid mutual fund capital gains distributions
  • Tax-efficient asset selection and account placement to enhance after-tax results
  • Tax-loss harvesting and coordinated gain/loss realization 
  • Low turnover to help minimize taxable events
  • Collaboration with tax advisors for integrated planning

  • Income strategies designed to align with evolving cash flow needs
  • Coordinated distribution planning to support liquidity goals
  • Ongoing evaluation of portfolio income sustainability

  • Customized performance reporting and detailed investment analysis
  • Development and ongoing adherence to a personalized investment policy
  • Fiduciary oversight and transparency in every client relationship
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Explore Other Services

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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.

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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