Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Divi-Vest Advisors, Inc.

650 E. Swedesford Rd., Ste. 100
Wayne, Pennsylvania 19087
United States
 
Contact :      R. Brent Byrne
Phone :       (610) 688-5501
Fax :             (610) 688-5404
Email :         brent@divi-vest.com
Web :           http://www.divi-vest.com

Divi-Vest Advisors, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $65
Tax-Exempt Managed ($Mil) : $19
Taxable Assets Managed ($Mil) : $18
Year Founded : 1991
Wrap Programs Offered? : No
# of Accounts Managed : 126
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Divi-Vest Advisors, Inc. History

Divi-Vest Advisors was founded in May of 1990, and commenced actual client trading on 1/1/1991. Divi-Vest offers two equity products; EVP, a blue-chip portfolio, and ALL-CAP Portfolio, a multi-cap offering investing in large, medium, and small companies. Both offerings follow an "avoid losers" investment philosophy by emphasizing high current dividend yield, and other fundamental factors as key investment criteria.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
82
$21.13
 
Limited Partnership :
1
$3.28
 
Foundations :
0
$0
ERISA :
18
$5.72
Unions, Taft-Hartley :
Public :
2
$6.85
Others :
Total # of Professional : 4 Analysts : 0
Portfolio Managers : 1 Traders : 0
Client Service : 1 Operation : 2

Divi-Vest Advisors, Inc. Personnel

Mr.  R. Brent Byrne

Portfolio Manager
Tel : (610) 688-5501
Email: brent@divi-vest.com
Mr. Brent Byrne, President and CEO, founded Divi-Vest Advisors in May of 1990, and manages all client portfolios. Prior to 1990, Mr. Byrne provided professional financial consulting services to individuals and institutions through affiliations with Bryn Mawr Investment Group and Janney Montgomery Scott. Mr. Byrne has passed three NASD licensing exams. Mr. Byrne earned a college degree in Business from Kutztown University (1981). On November 5, 1998, he finished first in the Wall Street Journal's Investment Dartboard contest. Mr. Byrne serves as managing partner for Colorfield Partners, a general partnership he formed in 1999. Colorfield Partners owns and manages the Leonard Nelson estate, an abstract expressionist painter (www.leonardnelson.com).

Ms.  Yuexiu Ou

Operations/Administrators
Tel : 610-688-5501
Email: ou@divi-vest.com

Divi-Vest Advisors, Inc. Product Name

Equity-Value Portfolio:Privately Managed Accounts
ALL-CAP Portfolio:Privately Managed Accounts
Report Created: July,21 2019.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window