Founded in 1988, Doliver Advisors has been managing wealth for over 30 years for high net worth individuals, trusts, IRA’s, estates, partnerships, foundations, 401k’s, and others. Our mission is to help clients build, preserve, and manage wealth and to provide clients with the complete offerings of a family office.
Doliver provides clients with customized portfolio management, enhanced risk management, financial planning, asset allocation, retirement planning, asset dashboard organization, and other offerings. Doliver has also developed a network of professionals in ancillary financial fields to meet client needs beyond wealth management. We serve as a financial services point guard in coordinating clients with vetted professionals with whom we maintain a close relationship. These services include estate planning, tax planning, insurance brokerage, realtor services, selected private equity opportunities, among others.
Doliver’s portfolio management capabilities include a strategy that has focused on a specific market niche of closed end funds since the firm began in 1988. The closed end fund strategy seeks to provide attractive risk adjusted returns by capturing pricing inefficiencies within the closed end fund universe.