 While Upgrading is an approach investors
may implement themselves within their portfolios, you may decide
you do not have the time,
skill or interest to manage your assets yourself. You may find it
difficult to act on your investment decisions, even when you know
what to do, whereas a professional money manager will execute a disciplined
investment strategy. Or you may seek the peace of mind of knowing
someone is watching your portfolio even when you are sick or on vacation.
Yes. Our minimum account balance is $5,000,000 which can
be met with a single account, or with up to three accounts.
No. DAL is compensated only by our clients and receives
no commissions of any kind.
You will receive monthly statements from your chosen custodial brokerage
firm which will show the trading activity that has occurred in your account.
You will
receive a detailed quarterly report from DAL.
Yes. All funds are held in your name at your chosen
custodian. You can make deposits and withdrawals at
any time.
Management fees are based on a current valuation of assets
at the end of each quarter. For your convenience, the fee is normally debited
from your
account each quarter.
Call our office to chat with a member of our Client Services
Team. Together we'll determine your requirements and send you the appropriate
paperwork.
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