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David Vaughan Investments

EST. AUM
$5,331,382,823

CONTACTS
13

CLIENT ACCOUNTS
4,288

Firm Details

Metro area Chicago
CRD Number 105990
Website dviinc.com
Client types

Overview

David Vaughan Investments (DVI) is an investment firm that operates as a fiduciary, focusing on aligning its services with clients' interests. With over 40 years of experience, DVI emphasizes risk management as a key aspect of its investment strategy. The firm employs a structured and disciplined approach to investing, aiming to reduce the influence of emotional decision-making and mitigate the effects of market fluctuations. This approach is designed to support clients through various market conditions, maintaining a balanced investment strategy over time.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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