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Eastern Advisors is a Fall River, MA-based company in the Financial Services sector.
Yuzu Trading Co. is a Seattle, WA-based company in the Financial Services sector.
Creative Capital Associates is a Silver Spring, MD-based company in the Financial Services sector.
3 billion of assets under management on 31 December 2019 represented by the value of cash securities and other economic exposure managed for clients.
DVI is a team of investment counselors, independently owned for 40 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.