Delta Investment Management, a registered investment advisory firm, works with individual investors and financial advisors in the United States. When we think about how we can help, our list begins as follows:
- Judgment. We use our decades of professional investment experience to help individual investors invest their savings. For financial advisors, we offer complete turnkey asset management solutions leveraging our systems, back office, and trading expertise.
- Knowledge. We work with all kinds of investment securities; whether they are stocks, mutual funds, exchange traded funds (ETFs), bonds, limited partnerships and options. We have years of experience investing and trading all of these security types and understanding the range of available security options. We help by matching your investment objectives with the most suitable and effective investment vehicles.
- Access. As a professional money manager, we have access to a wide assortment of investment vehicles not available to all investors. Our access ranges from investment products that are exclusive to professional investors to lower cost expense ratios and commissions on services that most investors may access only at a higher cost, if at all. As an independent registered investment advisor, we make independent decisions about what to own that is not biased by platform constraints and incentive compensation.
- Full-time focus. Our professional lives are dedicated to working towards growing and protecting client’s savings. We do this all day, every day. Our full-time focus on your money gives you the freedom to do other things with your life and the advantage of having dedicated professionals watching your money full-time.
Contact us by phone (415) 249-6337 to find out how we can work together to help you manage your investments or fill out this short form and we will contact you.