DALE Investment Advisors
Family officeVienna · 7 people tracked
Investment thesis
DALE positions itself as an independent Austrian securities firm supervised by the FMA, serving private clients, foundations, and institutional investors. It emphasizes total independence from product providers, being paid solely by clients to ensure aligned interests. Services span multi family office duties, strategic and tactical asset allocation, manager selection through national and international tenders, risk controlling, and consolidated bank-independent reporting via its own infrastructure. Its investment office builds portfolios of high-quality, large-cap listed companies using quantitative selection criteria and adds alternative investments for diversification. The firm supports sustainability and ethical investing preferences and offers modular one-off, recurring, or ongoing engagements.
Source: firm website, verified Aug 7, 2026.
Team · 7 people
from the firm's website
Frequently asked questions
- What sectors does DALE Investment Advisors focus on?
- DALE Investment Advisors focuses on Sector Agnostic.
- Where is DALE Investment Advisors located?
- DALE Investment Advisors is headquartered in Vienna, AT.
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