Jon Duval

Overview

Duval Investment Group is a private investment firm specializing in asset management, third-party management, and real estate structuring. The firm focuses on building wealth steadily over time through personalized investment strategies tailored to individual client needs. Their approach emphasizes understanding clients' current financial situations, identifying controllable factors, and setting clear financial goals. The firm's investment strategy involves developing personalized cash flow projections and matching appropriate asset allocations to clients' goals and needs. They create portfolios that align with clients' objectives, whether it's income generation, capital appreciation, or balancing volatility and risk. Additionally, Duval Investment Group focuses on cost and tax minimization to enhance investment returns. Jon Duval, the founder of Duval Investment Group, has a background in portfolio management and trading. Before establishing the firm in 2013, he spent five years as a portfolio manager for Murphy Pohlad Asset Management, working with individual clients and families to provide financial planning and portfolio management services. He also served as a Senior Trader for Marquette Partners in Chicago and London and began his investment career as a Senior Analyst at Slocum & Associates, consulting institutional clients on investment and asset allocation recommendations. Jon holds a B.S.B.A in Finance (Magna Cum Laude) from Creighton University and is actively involved in community service, serving as chair of the investment committee for the Ronald McDonald House Charities - Upper Midwest and sitting on the Investment Committee at the Academy of Holy Angels. Duval Investment Group operates from Bloomington, Minnesota, and offers a range of services including personalized financial planning, portfolio management, and real estate structuring. The firm's mission is to help clients make informed financial decisions and execute plans that align with their long-term objectives. They emphasize a client-centric approach, focusing on understanding each client's unique financial situation and goals to develop tailored investment strategies.