Investment Management
JDV Wealth Advisors, LLC offers flexible non-proprietary portfolio management solutions for your 401(k), 403(b), IRA, Annuity, Non-Retirement accounts and other investment accounts. JDV will carefully select and manage a custom portfolio from a landscape of thousands of investment options. Some of the options may include:
- Mutual Funds
- Exchange Traded Funds
- Separately Managed Accounts
- Annuities
- Banking Products
- REITS and Non-Traded REITS
- Cash Management Programs
Other Wealth Management Services
JDV Wealth Advisors main focus is investment management and financial planning; however our goal is to provide solutions for all of our client’s financial needs. Some other solutions may include:
- Insurance Strategy (How much insurance do I need for my family?)
- Student Loan decisions (Which payment should I choose to pay my loans quickest?)
- Cash Flow Analysis (Where is all my money going?)
- Work Benefits (What protections do I need for myself or family?)
If you need advice but are not ready to work with a financial planner on an ongoing basis yet, JDV can help! JDV can address your 2 or 3 hot button financial questions and provide specific tailored solutions. We offer this service on an hourly or flat rate determined by time and research involved.