Investors need more than what the status quo can offer.

The status quo does not keep pace with the rapid rate of change in the financial markets. It produces silos around knowledge and insights. It separates creativity from discipline. At DLK, our frustration with the status quo inspired us to build a different kind of firm — a value creation firm. We create value for investors by challenging the conventional wisdom and bringing ideas together in new combinations.

Our value-added approach is defined by:

  • An investment process that is rigorous, but not inflexible or dogmatic
  • A client experience that makes you feel understood and connected
  • The integration of institutional and private client practices in a way that benefits all

"If you can't explain it simply, you don't understand it well enough."

- Albert Einstein