Services
DV Capital Management reports to clients in a customized manner, as they request. In addition to monthly statements from a client's custodian, or broker, quarterly performance reports are available upon request. They normally will include an outline of the asset mix, market valuation, cost information, and income projections for the total portfolio.
In addition, we provide regular, quarterly strategic assessment to all clients outlining our current thoughts on a variety of investment topics. We also meet with our clients on a periodic basis to review portfolio progress and investment objectives.
