In 2009, Nick Atkeson and Andrew Houghton founded Delta Investment Management as a Registered Investment Advisory (RIA) firm dedicated to serving the investment needs of individual clients. They brought their extensive institutional, family office, and hedge fund experience directly to individual investors.

In 2012, Delta was approached by other RIAs to provide trading services, leveraging their deep expertise in institutional order flow and execution.

In 2013, Delta founders Nick and Andrew were approached by McGraw-Hill to write a book on investing and published Win By Not Losing.

In 2014, Barron’s began publishing the Delta Market Sentiment Indicator in its Market Lab section, where it continues to appear today.

In 2015, Delta expanded its trading services to offer comprehensive, turnkey asset management solutions to other RIAs. We now manage every aspect of the process—including compliance, billing, trading, and, when desired, full investment management. This allows partner RIAs to immediately benefit from our scale, infrastructure, proven expertise, and our commitment to fight for the client.

As of the end of 2025, Delta is proud to support 23 Independent Advisor Representatives (IARs) and oversee approximately $857 million in assets under management. All client assets are custodied at Charles Schwab, providing clients with 24/7 transparency and direct account access.