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.