Offices in Boston and Philadelphia
Main: (617) 340-5313
Dalzell Investing combines some of wall street’s best traders and investment advisors. We each bring over 20 years of experience in our respective fields. We help our clients determine their optimal investment policy but more importantly stay committed to sound investment policy through bull and bear markets.
Each client has specific needs and desires, therefore asking the right questions is critical. We want our clients to think hard about their true objectives and to be honest about their feelings toward risk and reward. Understanding the answers to these questions and knowing our clients emotionally sets the stage for a successful client/advisor relationship.
We utilize a proprietary, dynamic asset allocation model to assist in managing our clients’ portfolios. The goals of this model include a high level of diversification, risk reduction, and increased returns when compared to typical asset allocation models; while creating this in the most cost-effective manner possible. We are happy to discuss the merits and historical performance of this model in much greater detail during discussions with potential clients.
We provide our clients with investment advice and financial solutions that specifically address their needs. We deliver these solutions with a personalized, high touch level of service and communication supported by a robust technology platform. Four things help us successfully deliver what our clients are looking for: passion, independence, experience and technology. Great care and concern for our clients drives our passion to work as hard and smart as we possibly can each and every day. Being free from the corporate agenda of large financial institutions enables us the privilege of offering unique services and investments without having to sell specific products. Our team has experience delivering only relevant information to our clients; we filter news and unnecessary noise on a macroeconomic and security-specific basis with the goal of delivering exactly the right amount of information to our clients, rather than acting on emotion or the events of the day. Additionally, the technologies we utilize are designed to be highly functional and simple for our clients to understand and use when necessary.
Dalzell Trading, LLC is a Registered Investment Advisor in the state of Massachusetts. We are a company founded on trust, integrity and experience. Our advisors have over 20 years of experience working with high-net worth individuals, professionals and family offices.
We oversee, design and implement innovative investment strategies for our clients. Risk management and transparency are key elements to our approach. These strategies are personalized, driven and directed by our clients to complement their overall financial and investment plan.
Our investment philosophy has four core tenets that are designed to help our clients understand how their specific goals relate to their individually constructed portfolio:
1. Goal Investing – Understanding YOUR rate of return
2. Risk Tolerance – Appreciating your risk tolerance
3. Portfolio Diversification – Balancing risk and opportunity
4. Management Efficiency – Transparency, lower costs and tax efficiencies
TD Ameritrade provides custody for Dalzell Trading’s investment advisory clients.
We charge 1% of total assets under management as our fee. We do not sell financial products for a commission.
Our clients typically consist of high-net worth individuals, professionals, businesses, 401ks, and family offices.
The process is simple and seamless. An investment profile will be created for you with your input. All appropriate paperwork will be completed by a Dalzell Trading associate. This should take no longer than a week from start to finish.