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Home > Financial Services > Stock Brokers > Dalton Strategic Investment Services Inc.
Dalton Strategic Investment Services Inc.
Dalton Strategic Investment Services is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Dalton Strategic Investment Services is an Indianapolis based NASD Broker Dealer. Organized in 1988, the firm has built a niche by specializing in portfolio based investment counseling for individuals. With one of the industry’s lowest turnover rates, they are building a growing sales force of experienced investment professionals. Their goal is to exceed the demands of today's market by offering a broad product line and effective implementation.
They are large enough to offer one stop shopping for financial instruments, but small enough to be very responsive to the needs of both the client and the representative. If you have dealt with one of the major wire houses, they urge you to try their firm on a portion of your portfolio and let them earn your business.
The mutual funds have become the overwhelming vehicle of choice. Understandably, an investor can achieve virtually all the components of a successful investment strategy in diversification, professional management and low maintenance. Some funds are now much more narrowly focused in their criteria, such as a sector fund that only buys financial stocks or technology stocks. In 1980, an investor simply chose a fund family or group of funds, then determined whether they wanted larger company funds, smaller company funds, international funds, etc. or allocated their investment in several.
Annuities in general and Variable Annuities in particular have grown tremendously in popularity over the last decade. Insurance companies have forged strategic alliances with mutual fund companies and the latter have taken on the money management responsibilities. Their success can be traced to their distinct tax advantages, but the other reason is directly related to the quality of the products that they offer now.
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