DUVAL INVESTMENT GROUP

Overview

Duval Investment Group is an independent registered investment adviser organized as a limited liability company and focused on serving individual and family clients. The firm delivers financial planning and discretionary portfolio management, charging fees based on a percentage of assets under management as well as offering hourly and fixed-fee engagements. Its portfolios are largely built from public mutual funds and pooled vehicles, with supplemental allocations to alternative strategies and income-oriented products. The adviser does not position itself as an active ESG investor and appears to operate with a concentrated client base, running mostly discretionary mandates. Investment practice centers on using mutual funds and other public fund wrappers as the core building blocks for client portfolios, which supports scalability across a relatively small number of high-balance clients. Alternatives — including hedge funds, private placements, real estate, commodities and oil & gas — are used to complement public-market exposure. The firm also incorporates annuities where appropriate for income planning and uses mutual funds as primary vehicles for both equity and fixed-income exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices