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: Over 70 years of combined investment experience.
Meet Our Leadership Team
Kevin J. Gesink
CFA®, MBA, Principal
Mr. Gesink has over thirty years of investment management experience, including portfolio management, securities analysis, client servicing and account management. Kevin has a B.A. in Business Administration and Accounting from Dordt College, and a M.B.A. from the University of Iowa. Kevin is a Chartered Financial Analyst and a member of the Iowa Society of Financial Analysts.
Ben H. Gesink
CFP®, MS, Financial Advisor
Phone: (712) 578-9084 Email: [email protected]
Mr. Gesink spent four years working for one of the nation’s largest RIA firms and has a strong background in comprehensive financial planning and account management. Ben has a B.A. in Finance and Marketing from Dordt University, and a M.S. in Personal Financial Planning from the College for Financial Planning. Ben is a Certified Financial Planner.
Philip M. Dorr
MBA, Co-Founder
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.
Our Back Office
Jamie De Jager
Administrative Assistant
Phone: (712) 578-9085
Email: [email protected]
If you have any questions, please reach out to Jamie.
Objectivity
In-Depth Research
70+Years
