At the DGL Advisory Group, we take great pride in our expertise in portfolio construction, which is founded in our commitment to three fundamental pillars: Client Engagement, Capital Allocation, and Risk Management.

1. Client Engagement
DGL prioritizes understanding clients’ unique investment goals, whether focused on wealth preservation, growth, or income, alongside their timeframe for achieving these objectives, considering short-term liquidity needs and long-term wealth accumulation targets. This helps make sure that the proposed portfolio aligns closely with clients’ financial aspirations and risk tolerance, fostering stronger client-advisor relationships and increasing the likelihood of long-term financial success.

2. Capital Allocation
DGL aligns clients’ investment goals with their risk tolerance through diversified portfolios by allocating capital between different asset classes such as equities and fixed income based on clients’ objectives, time horizons, and risk preferences. Employing a bottom-up strategy, DGL selects securities across assets classes, prioritizing a longer time horizon and conducting meticulous independent due diligence to meet its investment criteria.

3. Risk Management
DGL employs top-down risk management to mitigate unintended risk exposures, scrutinizing factors like individual security concentration, liquidity, leverage, ratings, currency, and geography. Portfolio monitoring and maintenance are integral to ensuring portfolios remained aligned with set target allocations and risk thresholds over time. Overall, DGL’s investment process aims to create a personalized portfolio while maintaining rigorous development standards to achieve our clients’ unique investment goals.