A complete list of active advisors currently associated with Water Valley Investment Advisors, Inc.

Warmer can help you find a great advisor at Water Valley Investment Advisors, Inc. or one who fits your needs even better.

Water Valley Investment Advisors provides ongoing portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non‑discretionary management. The firm also delivers retirement plan fiduciary services and limits written financial planning to clients who are receiving its asset management services, while providing periodic educational newsletters. The firm’s investment process centers on fundamental analysis and long‑term trading, documenting objectives and risk tolerance in an Investment Policy Statement for each client and conducting account reviews at least quarterly. WVIA typically recommends mutual funds and ETFs, seeks discretionary trading authority for many accounts, and may aggregate client orders (block trades) when pursuing execution efficiencies, allocating trades on an average‑price basis. Distinctive features include acting as an ERISA 3(38) investment manager for retirement plans, including discretionary investment selection and qualified default investment alternative (QDIA) management, and explicit disclosure of conflicts and procedures around retirement plan rollover recommendations. WVIA also limits standalone planning services to managed clients and uses institutional custody relationships that provide access to institutional trading, research and operational support.

To learn more about the advisors currently working at Water Valley Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Water Valley Investment Advisors, Inc.'s office locations.

Name	Location	Years of experience
Philip Dorr	Naperville, IL	25
Ben Gesink	Sioux Center, IA	4
Kevin Gesink	Sioux Center, IA	25

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