Meeting the Highest Standards
Our balanced portfolio combines our stock and bond management and seeks to provide a lower risk, more stable return option for our clients. Each client’s balanced allocation is customized to meet their specific objectives.
Portfolio Construction & Risk Management
An optimal equity/fixed income allocation includes a review
and assessment of historical rolling 3-year returns using
monthly data from January 1950.
The Balanced Strategy is comprised of DLK Quality Equity
and DLK Fixed Income.
Tactically invest in the remaining sectors more
opportunistically. For example, Energy has been the worst
performing sector over the past 3 years which warrants
Rebalancing is done quarterly and/or during more volatile
Find out more about our offerings.