At DAL Investment Company, we regard each client as a partner whose success is a reflection of our own.

Before we begin investing a new portfolio, we work with each new client to determine goals, time-frames and risk parameters. We then construct portfolios that are aligned with each client’s expectations, and working within the framework of Upgrading, we select investments to meet those objectives.

As a matter of policy, client assets are registered in the client’s name and securely held at only qualified custodians as defined by the SEC.