About Doliver Advisors
Founded in 1988, Doliver Advisors got its start pioneering one of the very first Closed-End Fund strategies. Over the past three decades, the firm has evolved to deliver full-service wealth management for high-net-worth individuals, trusts, IRA’s, estates, partnerships, foundations, 401k’s, and others across a variety of distinct and highly specialized strategies.
Personalized service to make you feel like family.
- Customized Portfolio Management
- Asset Allocation
- Financial Planning
- Enhanced Risk Management
- Individual Retirement Planning
- Corporate 401(k), Cash Balance, and Defined Benefit Plan Advisory
- Wills and Estate Planning; Probate
- Asset Organization and Consolidated Reporting
- Personal Family Office Services
- Access to Our Network of Vetted Service Providers, Strategic Partners and Alternative Investments