Dlk Investment Management

DLK Investment Management is a fee-only investment management firm founded in 2009, providing personalized services to individuals, trusts, estates, charitable organizations, and small institutional investors. The firm specializes in asset management, financial planning, retirement plan consulting, and IRA rollover recommendations. DLK does not sell annuities, insurance, or other commissioned products, acting strictly as a fee-only firm without custodial control over client assets. Clients have discretion over their accounts, with trades executed under a limited power of attorney. The firm charges fees based on a percentage of assets under management, with a minimum account size of $300,000. DLK employs fundamental, statistical, and macroeconomic analysis for investment decisions, focusing on a fundamental relative-value approach to asset allocation. The firm's investment strategies aim to meet clients' income and capital appreciation goals, with a keen awareness of various investment risks. DLK has a comprehensive Business Continuity Plan in place to ensure operational resilience in the face of disasters. The firm maintains strict information security measures to protect client data and privacy. Clients receive regular reports and have access to performance updates. DLK's commitment to client interests is evident in its fiduciary responsibility, ethical standards, and transparent fee structure.