Our Success
The greatest measure of our success is the large number of long-term client relationships we’ve built spanning the country and the globe, and in some cases, multiple generations. It is a source of pride that many clients have placed their trust in DAL for well over twenty years.
Our clients include banks, mutual funds, pension plans, charitable foundations, family trusts as well as individuals.
We also act as a sub-advisor to other investment professionals wishing us to execute our strategy for the benefit of their clients.
Members of the financial press and general media often turn to DAL for insight and information, considering us to be a respected resource on the mutual fund industry.
We are regularly asked to appear as speakers for organizations such as AAII (the American Association of Individual Investors), the Money Show and other prestigious venues.
Our newsletter, NoLoad FundX, is well regarded by critics and readers alike, with a subscriber base of over 13,000 and growing in a time when some newsletter sales are dwindling.
Our newsletter subscribers include many professional financial advisers, who rely on NoLoad FundX for information.
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DAL Investment Company
253 Montgomery St., Ste #1094
San Francisco, CA 94140-2949
