Private Client Investments Powered by Institutional Processes

“We can’t afford to lose our money in a down stock market.”

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.

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