David Vaughan Investments

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Description

  • DVI is a team of investment counselors, independently owned for more than 30 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors.The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection.Ours is a Quiet Quality approach to investment management: people of integrity, acting in our clients' best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.
  • location

    Headquarters:5823 North Forest , Peoria, Illinois, United States

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  • David Vaughan Investments phone

    Phone Number: +1 309-685-0033

  • David Vaughan Investments website

    Website: https://www.dviinc.com

  • David Vaughan Investments employees

    Employees:22

  • David Vaughan Investments revenue

    Revenue:$10 - 50M

  • David Vaughan Investments legal name

    Legal Name:David Vaughan Investments

  • David Vaughan Investments's Social Media

    David Vaughan Investments linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for David Vaughan Investments

Will Williams

President And Chief Executive Officer

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View Employees

Michael Price

Chief Financial Officer And Chief Compliance Officer

Brian Christensen

Senior Vice President And Chief Investment Officer

Pat Smarjesse

Vice President

Jo Vaughan

Vice President Florida

Patrick Smarjesse

Vice President

Frequently Asked Questions regarding David Vaughan Investments

  • Where are David Vaughan Investments's Headquarters?

    David Vaughan Investments's Headquarters are in 5823 North Forest ,Peoria,Illinois,United States

  • What is David Vaughan Investments's phone number?

    David Vaughan Investments's phone number is +1 309-685-0033

  • What is David Vaughan Investments's official website?

    David Vaughan Investments's official website is https://www.dviinc.com

  • What is David Vaughan Investments's Revenue?

    David Vaughan Investments's revenue is $10 - 50M

  • What is David Vaughan Investments's NAICS code?

    David Vaughan Investments's NAICS code is 523930

  • How many employees are working in David Vaughan Investments

    David Vaughan Investments has 22 employees

  • What is David Vaughan Investments's Industry?

    David Vaughan Investments is in the industry of Investment Management

  • Who is David Vaughan Investments's CEO?

    David Vaughan Investments's CEO is Will Williams

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