Investment philosophy

In a world of automated investing and computer models, the Dale Group takes great pride in building custom portfolio for each client. Relying on world-class research and decades of both experience and success, we work to maximize results and minimize risks. We review progress and refine our strategy to help clients capitalize on strong markets and stay the course with confidence during weak ones. We respect the trust our clients place in us to help them realize their financial goals.

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Disclosures

Beth Dale, NMLS # 544726 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.