David Vaughan Investments, LLC Email Format
Investment ManagementIllinois, United States11-50 Employees
DVI is an independent fiduciary wealth management firm based in Peoria, Illinois, that has served clients for nearly five decades. It caters to high-net-worth individuals and families, business owners, and institutions seeking help navigating wealth complexity and ensuring intergenerational stewardship. The firm combines Relationship Managers and Portfolio Managers who work with clients’ tax and legal professionals to deliver customized portfolios, attentive service, and disciplined risk management aimed at steady, lower-volatility returns and downside protection, guided by its Quiet Quality approach.