Investment Management

  • 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.