Investment Process

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Private Client Investments Powered by Institutional Process

  • We use decades of experience and propriety, data driven non-emotional disciplines to make asset allocations and manager selections.
  • Delta’s investment approach uses best-of-breed quantitative and fundamental analysis.  Delta’s approach is flexible and risk management and portfolio growth targets are set based on the client’s specific requirements.
  • Delta’s investment process seeks to engage with growth opportunities during bullish times and preserve capital during bearish times.
  • We may select securities directly or use the expertise of top-tier outside managers.  We use mutual funds, ETFs, stocks, private partnerships, separately managed accounts and fixed income securities to construct client wealth management solutions.
  • Today’s interconnected financial world requires management of client accounts in a manner that involves global perspective and an understanding of institutional, global capital flows.

phoneContact 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.