David Vaughan Investments

David Vaughan Investments, LLC is an employee-owned investment manager based in Peoria, Illinois, with an additional office in Winter Park, Florida. Established in 1977, the firm specializes in providing comprehensive investment advisory services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and various business entities. Its offerings include trust and estate planning, retirement planning, pension plan consulting, distribution analysis, college funding, and cash management services. The firm constructs customized portfolios tailored to each client's income and growth objectives, risk tolerance, and tax considerations. Its investment strategy encompasses public equity and fixed income markets in the United States, utilizing both quantitative and fundamental analysis. The firm focuses on high-quality securities from government agencies, large corporations, and municipalities, while typically investing in sectors such as electric utilities, natural gas, and telecommunications. David Vaughan Investments benchmarks its performance against recognized indices and conducts in-house research to inform its investment decisions.