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DAL Investment Company – Asset Management using Upgrading with Mutual Funds

The Way We Work. Established in 1969, DAL Investment Company. Pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. 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. Methodology to their own portfolios.

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DAL Investment Company – Asset Management using Upgrading with Mutual Funds | fundxadvisor.com Reviews

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The Way We Work. Established in 1969, DAL Investment Company. Pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. 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. Methodology to their own portfolios.

<META> KEYWORDS

1 our company

2 history

3 newsletter

4 our team

5 our approach

6 upgrading

7 our success

8 our investment newsletter

9 market rotation

10 what to expect

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our company,history,newsletter,our team,our approach,upgrading,our success,our investment newsletter,market rotation,what to expect,asset management,communication is key,fees,directions,welcome,investment advisory services,noload fundx,mutual funds

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DAL Investment Company – Asset Management using Upgrading with Mutual Funds | fundxadvisor.com Reviews

https://fundxadvisor.com

The Way We Work. Established in 1969, DAL Investment Company. Pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. 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. Methodology to their own portfolios.

INTERNAL PAGES

fundxadvisor.com

1

What to Expect

http://www.fundxadvisor.com/the-way-we-work/what-to-expect

The Way We Work. Our Client Services Team works with you to complete any and all paperwork required for establishing accounts, transferring assets, or making other administrative changes with the broker or custodian. You will be provided with an Investment Advisory Agreement that formalizes our arrangements, establishes party rights and responsibilities and provides DAL Investment Company with the authority to manage the investments. Click to read article. The Best Investing Advice? October 28, 2011.

2

Upgrading

http://www.fundxadvisor.com/our-approach/upgrading

The Way We Work. A Simple Idea That Simply Works. Involves measuring near-term performance of mutual funds (twelve months and less) and comparing them to returns of other funds with similar risk. We rank hundreds of funds in this manner each month. We invest in funds with the best recent returns, and monitor their performance. When a fund drops in our ranks, we Upgrade. Upgrading Helps Balance Risk and Reward. Only Near-term Returns Indicate Funds Doing Well in the Current Market Environment. Funds with ...

3

Our Company

http://www.fundxadvisor.com/our-company

The Way We Work. DAL Investment Company has helped investors build and preserve wealth through comprehensive money management services since 1969. Janet Brown serves as President of the Firm, and has been with the company for more than 30 years. Within that time, she has been instrumental in establishing the investment policy and strategy for the firm. Click to read article. The Best Investing Advice? Maybe Not the Conventional Method. October 28, 2011.

4

Our Approach

http://www.fundxadvisor.com/our-approach

The Way We Work. Much of DAL’s value comes from the unique investment strategy we have developed over the course of three decades, and our ability to systematically execute that methodology in a disciplined manner. Our highly-acclaimed Upgrading approach overcomes the challenge of a dynamic market with the ability to recognize opportunities as they arise, and the flexibility to exploit the next trend as leadership changes. Click to read article. The Best Investing Advice? Maybe Not the Conventional Method.

5

History

http://www.fundxadvisor.com/our-company/history

The Way We Work. In 1969, native San Franciscan and Stanford University graduate Burt Berry took the bold step of using noload mutual funds instead of individual stocks and bonds to professionally manage assets on behalf of clients. Janet Brown joined Burt in 1978. She defined the system by developing the Fund*X Score to rank funds by near-term performance, and quantified the risk-classification system still in use today. Over time, the investment strategy known as Upgrading. And investing with noload mu...

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DAL Investment Company – Asset Management using Upgrading with Mutual Funds

The Way We Work. Established in 1969, DAL Investment Company. Pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. 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. Methodology to their own portfolios.

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