DLK Investment Management

Thomas Brenner is a financial advisor at DLK Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DLK since 2019, following a nine-year tenure at Nautilus Advisors LLC. In addition to his advisory role, Brenner operates as an independent insurance agent specializing in disability, life/accident/health, and long-term care insurance. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a tailored, allocation-driven approach based on a fundamental relative-value framework and offers participant education as part of its retirement plan consulting.

Mark Halby is a CFP® with 16 years of industry experience, currently serving at DLK Investment Management since 2019. Prior to that, he worked at Nautilus Advisors LLC for six years. Outside of his advisory role, he is involved in an insurance agency operated by his family. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a tailored, allocation-driven approach based on a fundamental relative-value framework, managing approximately $435 million in client assets.

Theodore Kay is a financial advisor at DLK Investment Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at Alpha Cubed Investments, LLC from 2014 to 2018. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach focused on fundamental relative value, with many client accounts managed on a discretionary basis.

Brian Johnson is a financial advisor at DLK Investment Management with 23 years of industry experience. He has been with DLK Investment Management since 2012 and holds Series 63 and Series 65 designations. DLK Investment Management provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm manages approximately $435 million in client assets using a tailored, allocation-driven approach based on a fundamental relative-value framework.

Donald Dempster is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at DLK Investment Management, where he has worked since 2009. Prior to this, he was with Alpha Cubed Investments, LLC from 2014 to 2017. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm based in Solana Beach, CA. DLK Investment Management provides personalized investment management and financial planning to individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm uses a tailored, allocation-driven approach based on a fundamental relative-value framework and offers participant education as part of its retirement plan consulting.