To provide thoughtful, independent wealth management solutions to enable clients to build and protect wealth.
CLIENT'S INTERESTS FIRST
Delta is an independent wealth manager. No competing business lines influence our service and advice to clients. We provide clients with exceptional wealth management service with the appropriate balance of growth and protection that best serves their long-term investment objectives.
Dedicated in assisting clients find the best financial path to take.
Mr. Atkeson is a founding principal of Delta Investment Management. Mr. Atkeson has over 20 years of industry experience. Mr. Atkeson graduated from Haverford College with a BA in Economics and from Stanford University Graduate School of Business with a MBA.
Mr. Houghton is a founding principal of Delta Investment Management. Mr. Houghton has over 20 years of industry experience. Mr. Houghton has a BA in Economics from Boston University and served as a Peace Corps Volunteer in Togo, West Africa.