Doliver Advisors

Overview

Doliver Advisors is a Houston-based investment advisory firm with over 34 years of experience in managing equity, fixed income, and alternative investment strategies for both individuals and institutions. The firm offers a comprehensive suite of services, including customized portfolio management, enhanced risk management, financial planning, and asset allocation. As of December 31, 2022, Doliver Advisors managed approximately $600 million in assets, reflecting its significant presence in the investment advisory sector. The firm's investment approach is characterized by a commitment to wealth preservation and long-term growth. Doliver Advisors employs a core quantitative investment strategy focused on the closed-end fund niche, a strategy which has produced attractive risk-adjusted returns for 30 years. The Wealth Management Group provides a range of family office-type services, including customized portfolio management for families and individuals. Throughout everything they do, they put their clients' interests first. Doliver Advisors also serves as a financial services point guard by connecting clients with vetted professionals to align their personal and financial goals. These services include estate planning, tax planning, insurance brokerage, realtor services, and select alternative investment opportunities. The firm's dedication to building genuine partnerships and trust with clients underscores its client-centric philosophy, aiming to provide complete wealth management at a fair and transparent cost.

Investment Focus

• High Net Worth Individuals
• Pooled Investment Vehicles
• Pension and Profit Sharing Plans
• Charitable Organizations
• Corporations or Other Businesses
• Other