D L Carlson Investment Group Inc.
D.L. Carlson Investment Group, Inc. is a fully independent, fee-only registered investment advisor headquartered in Concord, New Hampshire. Founded in 1989, the firm offers investment management and financial planning services primarily for individuals, families, and organizations. It is employee-owned and emphasizes long-term client relationships and organizational stability. As of 2025, the firm manages approximately $732 million in assets and employs a team of seasoned professionals, with each portfolio manager having at least two decades of industry experience. The firm is noted for proprietary research and high client retention, serving a diverse clientele including retirees, professionals, and non-profits. D.L. Carlson Investment Group is about 20% woman-owned and has over three decades of experience in the field.
Investment Strategy
D.L. Carlson Investment Group pursues an independent, research-driven strategy focused on risk-reward optimization across asset classes. The firm develops proprietary research to identify investment opportunities and provides core equity exposure, favoring strategies like All Cap Equity for broad market coverage. The investment philosophy centers on long-term relationships, organizational stability, and personalized planning, with high advisor continuity. Their portfolios are customized to individual client objectives, using benchmarks such as the Russell 3000 Index and employing both active equity and fixed income allocations, as well as alternative assets like gold when warranted. Their approach is rooted in deep experience, access, transparency, and strong planning for clients' financial success.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 11.37% | $62.4M | 2,616,852 | $16.59 | $23.83 | +$2.9M |
G GVI | ISHARES TR | 7.81% | $42.9M | 401,424 | $104.33 | $106.79 | +$4.8M |
M MSFT | MICROSOFT CORP | 4.51% | $24.8M | 49,782 | $93.67 | $497.41 | +$5.1M |
A AAPL | APPLE INC | 3.37% | $18.5M | 90,184 | $50.32 | $205.17 | -$2.2M |
N NVDA | NVIDIA CORPORATION | 3.33% | $18.3M | 115,629 | $58.57 | $157.99 | +$5.7M |