Delta is a registered investment adviser with a “safety first” philosophy. We are a high service firm that makes our portfolio allocations based on a careful assessment of market risk. We are active managers. By continually evaluating market risk and actively managing portfolios, we have been able to optimize both profits and safety.
Over the past 112 years, the U.S. stock market has advanced in multi-year super cycles of bullish and bearish periods. On average, these periods last for 17 years. In bearish periods, tactical investing has outperformed buy-and-hold strategies by a wide margin, even in taxable accounts. In all market conditions, we believe investors should allocate a significant portion of their liquid assets in a tactical strategy. A tactical approach is necessary to building wealth and avoiding the next major down market. We offer exceptional tactical strategies: Delta Tactical Good Harbor, Delta Tactical Capital Appreciation, Delta Tactical Treasury Bond and Delta Tactical Sanctuary.
Call us today at (415) 249-6337 or email us at email@example.com and we can send you the new account opening documents.
Delta is a registered investment adviser. To provide you with a higher level of transparency and security, we use third party custodians. Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times. A third party custodian allows you visibility into your account 24/7 and a source of independent accounting and reporting of your assets. Your brokerage choices are Charles Schwab, TD Ameritrade, Interactive Brokers and Foliofn.
Because your assets are held at an independent brokerage firm (Schwab, TD Ameritrade, Interactive Brokers or Foliofn), your brokerage firm would send you monthly statements and trade confirmations. Furthermore, these brokerage firms have online account access, so you are able to review your account any time you wish. We are always available to jointly review your account with you by phone.
Depending on which investment strategy you select, we will deploy your capital as soon as we believe it is prudent to do so after consulting with you. We are very disciplined in our approach.
Delta Investment Management’s tactical programs are held in cash (non margin) accounts. In custom accounts and with the approval of the client, an account can use margin.
We recommend that you contact us for a personal consultation to determine what is suitable. We will provide a portfolio evaluation and a recommendation on how to allocate your assets. Please contact us at (415) 249-6337 or send an email to firstname.lastname@example.org.
We cannot share an account with you. It is too difficult to separate our performance from your performance. You will have to trade your own ideas in a separate account. However, you may make special requests to hold or sell particular stocks for tax purposes. To do so, please call us at (415) 249-6337 or send an email to email@example.com.
Delta Investment Management cannot withdraw any of your assets, except for management fees with your written permission. If you prefer to pay your management fees outside your account, we’ll arrange that for you.
No. The tactical strategies are focused on safety of principal and absolute return. We would rather pay some taxes than suffer a potential major loss of principal.
Yes, Delta Investment Management manages IRA accounts. The majority of the gains in our tactical strategies are short-term, thus IRA accounts are particularly well suited for our programs as they are tax-deferred.
You will receive a 1099 tax reporting form from your custodian.
Yes. Internet access will be provided by your custodian.
Fees depend on the strategy, custodian and size of the account. Tactical management fees range from 2.2% to 1.5% based on account size, custodian and strategy. For passively held assets, fees can be as low as 0.50%.
Authored by Delta partners Nick Atkeson & Andrew Houghton