Private Client Investments Powered by Institutional Process

IP
  • We use decades of experience and propriety, data-driven nonemotional disciplines to make asset allocations and manager selections.
  • Delta’s investment approach uses best-of-breed quantitative and fundamental analysis. Delta’s approach is flexible and risk management and portfolio growth targets are set based on the client’s specific requirements.
  • Delta’s investment process seeks to engage with growth opportunities during bullish times and preserve capital during bearish times.
  • We may select securities directly or use the expertise of top-tier outside managers. We use mutual funds, ETFs, stocks, private partnerships, separately managed accounts, and fixed income securities to construct client wealth management solutions.
  • Today’s interconnected financial world requires management of client accounts in a manner that involves global perspective and an understanding of institutional, global capital flows.