DVI

DVI is an investment advisory firm that manages portfolios and wealth for high-net-worth individuals, families and institutions. Its core offerings are investment management, wealth management, and consulting for foundations, retirement plans and organizations, including outsourced chief investment officer services. The firm describes its approach as disciplined and value-driven, with an emphasis on downside protection and long-term growth.

DVI works on a fiduciary basis and says it does not take commissions. Clients work with an associate to build a custom strategy, and the firm coordinates with clients' existing tax and legal advisers, though it does not give tax or legal advice itself. Its Peoria office is at North Forest Park Drive, and it also has an office in Winter Park, Florida.