Divi-Vest Advisors

Overview

Divi-Vest Advisors is a small, privately owned advisory firm focused on fee-based portfolio management for individuals, families and small businesses, with limited institutional engagement. The firm runs discretionary mandates and favors equity-oriented allocations, implementing core exposure largely through exchange-traded instruments. Investment activity is centered on building concentrated, managed accounts rather than broad, multi-state retail distribution; the firm is not positioned as an ESG specialist. Service-wise, Divi-Vest Advisors provides personalized portfolio management for individual and business clients. The firm’s business model is straightforward: a single-office practice delivering discretionary advice for a handful of clients under a percentage-of-AUM fee schedule. That setup supports closer, account-level customization and the use of separate managed accounts as the primary vehicle for implementing strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices