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
Email: [email protected]
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
Email: [email protected]
Our Back Office

Joni Lindberg
Administrative Assistant

Objectivity

In-Depth Research
