What Happened?
Peoria, -based David-Vaughan-Investments Retired James Sinclair as Chief Compliance Officer
About the Company
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.
About the Person
James Sinclair is Chief Compliance Officer at David Vaughan Investments. Previously, James held various senior legal leadership roles in the industry.
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