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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.
Chortek is a Waukesha, WI-based company in the Financial Services sector.
Lincoln Reserve Group is a Henderson, NV-based company in the Financial Services sector.
Quality wealth management is based on a long-term relationship. That is why earning and deserving your trust over the long haul is our top priority.