DLK Independent Investment Advisors

Our firm was created for the sole purpose of preserving and building wealth through customized investment portfolios that are tailored to your specific needs and life stage.
We have the experience and discipline to guide you through life’s most important financial decisions and welcome the opportunity to become your trusted advisor.

Market Views

April 11, 2012
Q1 2012

The first three months of 2012 marked the highest first-quarter return for the S&P 500 index since 1998 with a total return of 12.6%. The best performing sectors were Financials (21.5%), Information Technology {more…}

March 1, 2012
Neither a bull nor a bear be

Bull markets don’t start at fair value. They start when a majority of stocks are selling at a significant discount to fair value. There have been time periods in the last 70 years {more…}

January 19, 2012
Q4 2011

Risk aversion was the driver of positive investment performance in 2011 with the Barclay’s Bond Aggregate (the broadest fixed income index) returning 5.6%. The S&P 500 index returned 2.1% with dividend payments comprising {more…}