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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.
Financial Instrument is a Reston, VA-based company in the Financial Services sector.
Investment Service Center is a Park Rapids, MN-based company in the Financial Services sector.
Norwest Equity Partners is a Minneapolis, MN-based company in the Financial Services sector.
Octagon Credit Investors, LLC is a 20+ year old, $19.7B below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity investments). Through fundamental credit analysis and active portfolio management, Octagon`s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers. Octagon`s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. The firm was founded in 1994 as a separate business unit of Chemical Bank; in 1999, Octagon spun out from Chase Manhattan Bank. Octagon honors its heritage through its company name and logo, both of which are derived from Chase Manhattan`s emblem. Located in New York, the firm currently comprises 65 employees, many of whom have spent their entire professional careers at Octagon.