Dalton Advisors

About Us
About UsInvestment StrategyOur ApproachClient ServicesContact Us
Informed Asset Allocation Maximizes ResultsRisks to AvoidReduce Costs

Informed Asset Allocation to Maximize Results

Asset Allocation Drives Returns
Academic studies show that asset allocation is responsible for over 90% of portfolio returns.
Portfolio Composition
The higher the percentage of stocks and other assets with high price volatility, the higher the expected return.
Annual Returns
Certain market sectors, such as value stocks and smaller companies, tend to provide higher returns over time.

   

 

To learn more about the firm view our presentation.