DLG Wealth Management, LLC is a SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized investment management expertise.
Our investment approach is built on identifying each client’s unique objectives and establishing a customized investment plan to meet them. We address each critical step in the investment management process including: goal setting and risk/return profiling; asset allocation modeling and execution; rigorous investment selection, monitoring and reporting. We work with you to develop the foundation for a long-term strategy designed to meet your specific investment needs.
Our starting point is the analysis of your goals and requirements. What is your overall financial picture? What are your short and long term investment objectives? What are your current and future cash flow needs? What is your comfort level with respect to risk and yield? The answers to these fundamental questions provide the primary building blocks for professionally and responsibly managing your assets and determining wealth management services that suit your individual needs.
At DLG, our wealth management firm works with you through every step of the process in an open and transparent way, and every investment decision we make is determined by and geared toward the strategy that we design and implement together. At all times, we maintain the flexibility to alter the plan should circumstances change and require us to modify the strategy. We understand and appreciate our role as advisors. As partners in this process, financial advisors work hand in hand with you to address both the financial opportunities and challenges along the way.
Our financial advisors work with you to develop a portfolio management strategy consistent with your goals and requirements, including but not limited to, 401k plans, IRA’s, college savings plans, and other financial planning. Based on the results of our thorough review, we create an optimal weighting of the asset categories integral to the successful implementation of your portfolio strategy. When determining an asset allocation plan, we make a fundamental assessment of current and projected economic conditions and market valuations, to come up with an appropriate blueprint for your portfolio.
The next step in the process is the careful selection and execution of the portfolio management strategy. With the combination of our in-house portfolio management services, the availability of separately managed accounts, and our network of premier external fund managers, we develop a well-constructed, diversified, and actively managed portfolio. Your portfolio will be continuously monitored to make sure it remains on track to achieve your investment objectives. We follow a disciplined rebalancing program for portfolios. Changing market conditions can cause the allocation of your assets to move outside the targets set for your portfolio. When this happens, we rebalance your portfolio to bring allocations back into the desired range.
Our investment advisors monitor all positions daily to make sure they continue to merit investment, and we scrutinize our outside managers on an ongoing basis, assuring that they uphold our rigorous standards and adhere to the investment philosophies for which they were originally selected.