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- Custom asset allocation
- Your allocation is designed based on risk tolerance and timeline, we then create an Investment Policy Statement and use that as our guide
- We use no-load or load-waived mutual funds
- Invest in all asset classes, both growth and value, including large, mid, and small cap, REITs, international, and fixed income
- For the fixed income portion of the portfolio, we sometimes utilize individual bonds and CDs
- Our clients receive monthly statements and trade confirmations from Charles Schwab & Co., Inc.
- We provide customized Quarterly Investment Reports to our clients and then contact them to review asset allocation and portfolio performance
- Charles Schwab & Co., Inc. maintains custody of your assets and DAL has discretion over client accounts.