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.