About Us

Custom-Tailored Investment Services for the Successful Investor

Our firm is based on the foundation of integrity, honesty, and strong values, while providing prudent creative solutions to each client’s financial situation.
Our mission is to assist people in meeting their investment objectives, while being stewards of their assets and maintaining the highest ethical standards.

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

Phone: (773) 870-9900
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 co-founded Performance Trust. In 1998 Mr. Dorr co-founded Water Valley Investment Advisors.

Kevin J. Gesink

CFA®, MBA, Partner

Phone: (712) 395-0764
Email: [email protected]
Mr. Gesink has over twenty 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.

Our Back Office

Joni Lindberg

Administrative Assistant

Phone: (954) 732-2254
Email: [email protected]

If you have any questions, please reach out to Joni.

Objectivity

We are fee-based, independent and solely focused on investments. Our only incentive is to generate good results.

In-Depth Research

Intensive research gives us access to some of the most highly skilled institutional money managers in the world.
60+Years

Over 60 years of combined investment experience.

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