our difference
At DRL Advisory, we look for and invest in alternative asset classes that are not correlated to the stock market. We focus on a particular investment’s business model, opportunity, executive team, and the potential return before investing our own capital.
In addition, we offer strategic advisory services for insurance agencies based on our 25+ years of experience to help grow, scale and lay out an exit strategy plan. We love to help and share in each other’s success as we build our future together.
Note: The information on this website is for informational purposes only and does not constitute investment advice.
some of our investment and advisory services
wholesale bourbon
The wholesale Bourbon and Whiskey market is a non correlated asset class that we have found to be a truly unique (and fun!) market to a be a part of as an investor. As whiskey ages in the barrel, it historically becomes more valuable because it tastes better and there is less of it due to evaporation that occurs during the aging process. Bourbon is a true classic American story and one where we’ve seen great returns.
insurance & healthcare tech
From tech platforms that fuel agency growth to digital health applications, we vet and invest in these unique opportunities that we believe move the needle in the health and insurance tech space. We search for companies that have a proven track of success and are looking for capital to scale to the next level.
advisory services
We've been in the insurance space for over 25 years and have been involved in all types of insurance including the pros and cons of a family owned and operated businesses including the eventual exits. There have been a lot of lessons learned through those experiences and we here to help from growing your book, implementing operational best practices, and positioning for the future based upon your particular long term goals.