Financial advisor discussing retirement planning with client outdoors.

Through disciplined execution and responsive service, DVI helps clients manage complexity with clarity. We translate investment strategy into personalized, high-touch implementation—ensuring each portfolio reflects both the rigor of our process and the client’s unique financial goals.

We track and synthesize data to deliver clear, comprehensive reporting that reflects each client’s evolving prosperity throughout their partnership with DVI.

Our cross-functional teams build long-term relationships grounded in trust, service, and coordination. When requested, we coordinate with clients’ legal and tax advisors to ensure all financial considerations are addressed in a thoughtful, integrated manner.

Clients may also benefit from a wide range of services tailored to their unique goals, needs, and level of complexity, including:

  • Financial and retirement planning
  • Trust and estate planning coordination
  • Charitable giving and private foundation strategy 
  • Business succession and transition planning
  • Education and college funding
  • Company stock option guidance
  • Concentrated position strategies

  • Tax withholding coordination
  • Realized gain/loss reporting

  • Cash management and liquidity planning
  • Fund transfers and withdrawals
  • Distribution analysis and planning

  • Proxy voting administration 
  • Securities class action processing

  • Customized portfolio strategies suitable for business assets
  • Retirement plan investment management
  • Performance reporting and analysis
  • Investment policy guidance
  • Fiduciary alignment and accountability
Smiling financial consultant in business shirt during client meeting.

Explore Other Services

Icon of hand holding heart symbolizing charitable giving and philanthropy.

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.

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.

messaging graphic

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.

Financial advisors in meeting reviewing documents at conference table.