Delta Investment Management

Overview

Delta Investment Management is a San Francisco-based private investment firm specializing in customized investment solutions. The firm offers a range of services, including wealth management for individual investors and turnkey asset management platforms (TAMP) for financial advisors. Their approach emphasizes placing clients' interests first, providing personalized service without competing business lines influencing their advice. With decades of professional investment experience, Delta aims to navigate the complexities of the global financial marketplace effectively. The firm's investment strategy is proactive, focusing on mitigating risks associated with market downturns by applying disciplined, non-emotional rules to adjust equity exposure in client portfolios. They advocate for inclusive asset allocation methods to avoid the pitfalls of relying solely on a single investment style. Delta's independence allows them to offer a full selection of high-quality investment solutions without behind-the-scenes arrangements that might impair their ability to provide optimal advice. Delta Investment Management is a registered investment adviser in California, operating under the SEC's regulations. They manage portfolios at custodians such as Charles Schwab, Goldman Sachs, and Nationwide, ensuring clients maintain free and clear ownership of their assets at all times. The firm is committed to transparency and security, offering clients 24/7 access to their accounts and independent accounting and reporting of their assets. Their investment philosophy centers on delivering solid growth over time with acceptable levels of risk, avoiding margin use in client accounts to maintain financial stability.