Welcome to Delta Investment Management
Delta Investment Management is a registered investment advisory firm. We offer personalized wealth management solutions to individual investors and families.
Delta’s investment philosophy is founded on a “Safety-First”
approach. We monitor market risk and proactively manage money based on
this risk. When risk is elevated, safety is our top priority. In 2008, the Delta Tactical strategy was down 1.79% net of fees while the S&P 500 was down 37% including dividends. For a detailed performance report click here.
We are the best money manager in America at staying out of down markets.
When market conditions are bullish, we achieve our returns with a diversified
portfolio of market leading stocks. By maximizing both safety and
profits, the Tactical Strategy has achieved outstanding performance through bull and bear
markets.
For a detailed performance report, click here.
Market Commentary for the week of 1/27/2012
Our indicator increased from 75.8 to 80.9 this week. The indices pushed higher despite a lower economic outlook from the FOMC as investors reacted to the Fed’s intention to keep interest rates low longer, “at least until 2014” and the higher probability of further quantitative easing (QE3). The market digested a series of weaker macro data points: higher jobless claims, lower new home sales, lower LEI and a lower Q4 GDP. On the margin, Europe continues to get better. Italian and Spanish yields have plunged to lowest levels in four months. The market is bullish and we are invested.
Watch video clips
Nick Atkeson and Andrew Houghton from Delta Investment Management discuss financial planning and money matters.
Should you be buying stocks now?
If you have a $200,000 portfolio download our timely report and learn how we think you should invest in this market.
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