DAL Investment Company
Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. The firm designs multi-million dollar portfolios and has $2 billion under management.
Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows us to be invested in the best performing mutual funds available – whatever the current market conditions.
We offer three services which provide access to the benefits of the Upgrading strategy.
DAL provides personalized portfolio management for private clients.
NoLoad Fund*X
Published since 1976, our widely-read newsletter delivers the tools investors need to apply our Upgrading methodology to their own portfolios.
A series of noload mutual funds managed by DAL's portfolio management team following the same Upgrading principles we use to manage our private client portfolios.