Relationship:
Put another way, how often will we meet and what will be the content of those meetings? If you’re going to give your finances and your time to your advisor, you need to understand what type of value you should expect to receive from that relationship. There are a multitude of planning topics that we make sure to cover with all of our clients beyond just stocks and bonds. All clients financial plans will include current and future tax scenarios, a cashflow analysis, Retirement Plan, Budget Review, Obligation planning and more!
Performance:
We have a 20 year track record of providing compelling returns for our clients. We have been able to do this by utilizing both the efficient frontiers and what we call “our best ideas” where we find sectors of the economy that are historically cheap and increase our exposure to them based upon historical and statistical norms. These change and will be different from one portfolio to the next.
Price:
We felt so strongly that our peers were charging too much and doing too little that we decided to . Our mission bring the industry where it should be vs where it wants to be. And if it doesn’t want to, we’ll have to accept that, but DLAK clients will receive this robust value proposition while charging clients less than our peers. While removing layers of fees that otherwise bring no value to the investor.
While we understand that not everyone will be a DLAK client, we firmly believe that our process and value proposition is unique and pulling the financial services industry into not just a better place, but a place where it needs to be for everyone.
