DAHL FINANCIAL SERVICES, INC.

Overview

Dahl Financial Services, Inc. is an independent registered investment advisor that focuses on serving individuals, families and small-business clients. The firm combines portfolio management with financial planning and a range of advisory services, including publication of periodic client communications and educational seminars. Its business model mixes fee-for-service advice (percentage of AUM, hourly and fixed fees) with insurance-linked solutions, reflecting an affiliation with the insurance industry. Investment activity centers on liquid, equity-oriented portfolios supplemented by fixed income and insurance products. The firm reports a clear preference for equities as the core allocation, and it deploys third-party managers and funds to gain exposure to alternative asset classes such as real estate, commodities and energy. Dahl Financial Services offers portfolio management to both retail and small institutional clients and also provides pension consulting and other advisory services to business clients.

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Location & Offices