Financial planning & wealth management.
Who We Are
Individual Investors
Delta is a wealth manager. We place the client’s interests first. No competing business lines influence our service and advice to clients. We use our decades of professional investment experience to navigate an increasingly complex global financial marketplace.
TAMP for Advisors
Delta is also a turnkey asset management provider (TAMP) for advisors looking for high service back‑office operations. Independent advisors representatives (IARs) that join Delta have immediate access to the advantages of scale and expertise.
Delta’s Key Advantages
Proactive Management
All investment styles 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.
Personalized 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.
Independent
As an independent investment advisory firm, we are 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.
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Contact
Feel free to contact us with any questions.
Email info@deltaim.com
Phone (415) 259-6337