Balanced Portfolios 2018-01-12T23:31:18+00:00

Balanced Portfolio


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
    consideration.

  • Rebalancing is done quarterly and/or during more volatile
    time periods.

Download Quarterly Information.

Our Strategies

Find out more about our offerings.

Quality Equity
Balanced Portfolios
Contrarian Equity
Custom Portfolios