Let us be your family office.
Doliver is an investment advisory firm located in Houston, Texas with over 33 years of experience managing equity, fixed income, and alternative strategies for individuals and institutions. As of March 31, 2021, the firm manages approximately $410 million. Our mission is to help investors build, preserve, and manage wealth while providing them with the complete offerings of a traditional family office.
We offer customized portfolio management, enhanced risk management, financial planning, asset allocation, retirement planning, and other non-investment services. Doliver has developed a network of professionals in ancillary financial fields to meet client needs beyond wealth management. We serve as a financial services point guard by connecting clients with vetted professionals in order to align their personal and financial goals. These services include estate planning, tax planning, insurance brokerage, realtor services, and selected private equity opportunities, among others.
Why Doliver?
Trustworthy, Transparent, Tailored
- We believe that each client has different needs and unique circumstances.
- We believe that safety and preservation of capital are paramount.
- We believe in providing complete wealth management at a fair and transparent cost.
- We believe in building a genuine partnership and trust with our clients.
- We believe in being significant investors in our own portfolios. We invest alongside you.