DLK Investment Management is a boutique wealth manager to non-profits and individuals providing both financial planning and investment management services.
Disciplined Pursuit of Quality
We are a boutique investment advisory firm with institutional quality practices that are applied to all aspects of our business. Our approach allows us to focus on the most important aspect of our job: creating long-term value for our clients.
Founded in 2009 as an independent, employee owned firm, we offer an investment approach focused on quality designed for long-term investors that are seeking to outperform the equity market with less volatility. DLK is a diverse team of professionals who have experience in multiple areas of investment management, on both the advisor and client side.
Clients are Always at the Center and our Top Priority
At DLK we are 100% employee-owned with institutional quality practices for operations, compliance and client reporting. We address unique client needs through our proven equity management along with fixed income being used within a balanced framework at various allocations.