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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.
W.E. Donoghue & Co. is a Natick, MA-based company in the Financial Services sector.
Lighthouse Partners is a Palm Beach Gardens, FL-based company in the Financial Services sector.
Located in Vail, Colorado, Manna Tree is an investment firm committed to a global mission of improving human wellbeing, longevity, and functional health through nutrition, technology, and knowledge. By partnering with strategically aligned family offices, individuals, and institutions we put capital to work in forward-thinking strategies aligned with our mission. Manna Tree invests to produce ingredients that are healthier, sustainable, and traceable from source to plate. Based in one of the healthiest counties in the United States, we pursue a culture based on 3W`s: Wilderness, Wellness, and Well-Fed. This commitment resonates with our team, our portfolio company leaders, and investors alike. We are the amplifiers of human nutrition and longevity where wilderness and wellness coalesce because together, they enable a life well-lived. Co-Founded by Gabrielle Rubenstein, Brent Drever, Ross Iverson in 2018.
Ashford Advisors is a Atlanta, GA-based company in the Financial Services sector.