Divi-Vest Advisors

Divi‑Vest Advisors is a fee‑only investment management firm that provides continuous discretionary investment supervisory services to a small client base that includes individuals, trusts, estates, corporations, pension and profit‑sharing plans, municipalities, and banks or thrifts; it manages approximately $10.4 million across eight client accounts. The firm does not sell commissioned products or accept finder’s fees and delivers periodic account holdings and performance statements to clients.

The firm’s investment approach centers on dividend‑yield and dividend‑growth analysis, focusing primarily on equities and limiting its stock selection to components of the Dow Jones Industrial Average, the S&P 500 and similar indices. Client accounts are reviewed quarterly, trades are typically executed on a discretionary basis, and performance reporting and a quarterly investment letter are provided as part of the investment management agreement.

Notably, Divi‑Vest serves institutional entities such as pension plans, municipalities and banks alongside high‑net‑worth individuals, which is less common among peers of similar size. The firm furnishes regular performance figures (including year‑to‑date total‑return data) in client reports and disclosed a 2021 consent agreement with a state regulator concerning custody disclosure that was resolved with an administrative assessment and corrective measures.