Thoughtful, independent financial planning & wealth management solutions to build and protect wealth.
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Turnkey Asset Management for Advisors
Delta also works with wealth management advisors providing sophisticated, customized investment solutions and high service back‑office operations. Independent advisors and RIAs that join Delta have immediate access to the advantages of scale and expertise.
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Best-of-Breed Approach
As an independent adviser, we seek to apply the most robust and proven approaches to portfolio construction. We devote a significant amount of resources to maintaining a high awareness and thorough understanding of the investment opportunity set.
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Independent RIA for Individual Investors
Delta is an independent wealth manager. No competing business lines influence our service and advice to clients. We place the client’s interests first.
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Decades of Investment Experience
We use our decades of professional investment experience to navigate an increasingly complex global financial marketplace.
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Data Driven
We apply advanced quantitative, computer-based analytics to discover and measure areas of investment opportunity.
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Archived Delta Insights
Key Advantages to Delta Investment Management
Proactive Management
We appreciate that all investment styles will cycle in and out of favor. To mitigate the risk on having a portfolio entirely bound by a single, out-of-style approach, we believe portfolios should be inclusive of a variety of asset allocation methods.
We believe investors should be proactive in avoiding major loss from deep and sustained bear markets by applying disciplined, non-emotional rules to reduce equity exposure in parts of their portfolio.
Independent
As an independent investment advisory firm, we are not constrained to offering just “approved” securities on our “platform.” Delta, unlike many larger and complex firms, is unconstrained by special behind-the-scenes arrangements that might impair our interest and ability in providing you with the absolute best possible investment solutions at the lowest cost.
We are able to offer clients a full selection of the highest quality investment solutions. As an independent firm, we never lose sight that we first and foremost work for you, the client.
Personal Customer Service
Clients work directly with senior investment professionals. There are no automated phone trees to work through and service middlemen to prevent you from having direct access.
Given the very high importance of managing your life savings and achieving your long-term financial objectives, we believe working together principal-to-principal is the appropriate relationship.
Contact
Feel free to contact us with any questions.
Email
info@deltaim.com
Phone
(415) 259-6337