A complete list of active advisors currently associated with Du Lac Investment Group, LLC

Warmer can help you find a great advisor at Du Lac Investment Group, LLC or one who fits your needs even better.

Du Lac Investment Group provides investment management and consulting services to a range of clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and pooled investment vehicles. The firm offers asset management (including discretionary trading), consulting engagements, and sponsors a wrap fee program that combines advisory services with transaction execution. DLIG’s investment process uses a mix of analysis techniques (fundamental, technical, charting and cyclical approaches) and can employ short‑ and long‑term trades, margin and covered option strategies. The firm routinely assesses investments both directly and via third‑party reports about the make‑up and nature of investments, and it may recommend or engage other investment managers to run all or portions of client assets. Compared with many managers, DLIG is notable for sponsoring its own wrap fee program, for formally advising on or selecting other advisers, and for offering consulting on an hourly basis — each of which is statistically uncommon for firms in this category. Management personnel also maintain industry roles outside the adviser (including registered broker‑dealer and insurance activities and operating affiliated pooled vehicle entities), and the firm reported no assets under management as of December 31, 2025.

To learn more about the advisors currently working at Du Lac Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.