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Let us be your family office.
Doliver is an investment advisory firm located in Houston, Texas with over 34 years of experience managing equity, fixed income, and alternative strategies for individuals and institutions. As of December 31, 2022, the firm manages approximately $600 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 select alternative investment 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.

Parking Instructions: There is a parking lot attached to our main building with guest parking spaces on the lower levels. From there, you may take the stairwell in the Southwest corner of the garage up to the first floor where there is an entrance into the building. This entrance will lead you to the Main Lobby and elevators. Our office will be the first suite when you exit on the 7th Floor.