Our Mission

To provide thoughtful, independent wealth management solutions to enable clients to build and protect weatlh.

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.

Leadership Team

Dedicated in assisting clients find the best financial path to take.
Nick Atkeson
Principal
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.
Andrew Houghton
Principal
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.
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All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.