About Us
Custom-Tailored Investment Services for the Successful Investor
Our Edge
Objectivity: We are fee-based, independent and solely focused on investments. Our only incentive is to generate good results.
Diversification: We believe in diversification to reduce asset class risk and in tactical allocation to exploit asset class opportunities and increase returns.
In-Depth Research: Intensive research gives us access to some of the most highly skilled institutional money managers in the world.
Long-Term Focus: A marathon – not a sprint.
Quality of Service: We custom-tailor an investment plan to your needs.
Experience: Almost 60 years of combined investment experience.
Meet Our Leadership Team
Philip M. Dorr
MBA, President
Mr. Dorr has been involved in the investment business since 1985. He has many years experience in the fixed income business as a bond salesman and business owner. He co-founded Water Valley Investment Advisors in 1998. Mr. Dorr obtained his MBA from Baylor University, Waco, TX.
Kurt H. Dorr
Secretary/Treasurer
Phone: (630) 926-0537
Email: [email protected]
Mr. Dorr has been involved in the investment business since 1985. He was a Senior Compliance Examiner with the NASD for seven years in Dallas, TX. In 1992 he moved to Chicago, IL as a bond salesman. In 1994 he was one of the original founders of Betzold, Berg, Nussbaum, & Heitman which eventually became Performance Trust Co. In 1998 Mr. Dorr co-founded Water Valley Investment Advisors.
Kevin J. Gesink
CFA®, MBA, Partner
Our Back Office
Abby Wolterstorff
Administrative Assistant