DEL VAL RETIREMENT AND INVESTMENT SERVICES INC

Overview

Del Val Retirement and Investment Services Inc. is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity is tilted toward equities: exchange-traded securities represent the dominant exposure across client portfolios, supported by holdings in mutual funds and selective allocations to real estate as an alternative. With limited scale, the firm operates a hands-on, concentrated client relationship model. It maintains a single-custodian relationship and runs portfolios on a discretionary basis, indicating the adviser implements and rebalances positions directly for clients rather than acting only in a consultative role. The firm is not flagged as an active ESG investor and does not position itself as a capital allocator or pension consultant.

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Public Holdings

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Location & Offices