Investments and Wealth Management
Our Investment Goals For You
Delta Advisory Group provides investment services to individuals, trusts, and qualified retirement plans. The firm’s objective is to assist you in reaching your long-term financial goals. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. When you hire Delta Advisory Group, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach and treating our clients like family.
Part of our philosophy involves working collaboratively with our clients which includes educational newsletters and webinars periodically throughout the year on the economy, what these economic changes mean to our clients, and how this affects portfolios. It only makes sense that you will never be completely comfortable with our services if you don’t truly understand the markets and our investment discipline.
Understand Your Financial Future
6.0% rate of return set as the default based on the average market rate of return. This does not constitute any guaranteed returns or outcome.
Trust and Estate
Traditional, Roth, Simple, SEP
401k, 403b, TSP
Exchange Traded Funds
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The Portfolio Management Process
Specification & Qualifications Assessment
Portfolio Types & Construction
Market Expectations & Macro Environments
Monitor & Rebalance the Portfolio
Attainment of Investor Objectives
An investor's goals, preferences and constraints are identified and specified to develop explicit investment policies.