We are an independent money management firm providing customized, tax-efficient portfolio management to professionals, executives, and business owners. Our clients are individuals and families seeking a sophisticated approach from highly-qualified, experienced financial professionals. We structure and manage investment portfolios, designed to achieve the financial goals of our clients. These goals may include funding retirement, legacy giving, saving for college, income generation or wealth preservation.

Our investment strategy which employs low-cost, tax-efficient funds to structure asset allocations consistent with client objectives reflects the latest thinking in the science of portfolio management.

We are independently owned and strictly fee-only advisors.  This means our only source of revenue is the fees paid by our clients.  No commissions or sales loads are earned from the funds or securities we select.  Our sole motivation is to maximize client returns, consistent with appropriate risk.  We are fiduciaries for our clients.

To learn more about our private client team please view our Bios.

Dalton Advisors is a division of Dalton Investments LLC, a SEC Registered Investment Advisor.

The firm was founded in 1999 and currently manages $1.1 billion in assets, including $50 million for private clients, representing 25 family relationships.

We are headquartered in Los Angeles.

To learn more about the firm view our presentation.