Delta Investment Management, LLC (“Delta”), headquartered in San Francisco, California, is an independent investment management company. Delta’s team of professionals take a proactive approach to capture appreciation in up markets and preserve capital in down markets. We protect wealth as aggressively as we build wealth. Our objective is to outperform the S&P 500 through the full investment cycle with robust downside protection. Delta’s managed account structure offers transparency and high service.
We seek to offer clients the best tactical strategies available. Delta’s philosophy is founded on a “Safety-First” approach that is disciplined and seeks to generate superior risk-adjusted returns. Our managers use time-tested, strict buy and sell disciplines to avoid the common pitfall of becoming emotionally attached to positions. Our tactical programs have real money records that extend back through the financial crisis of 2008.
Delta’s founders, Nick Atkeson and Andrew Houghton, have worked together for the past 17 years. They are dedicated to assisting their clients in building and protecting wealth.
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Authored by Delta partners Nick Atkeson & Andrew Houghton