Delta Financial, Inc.

EST. AUM
$1,197,401,446

CONTACTS
2

CLIENT ACCOUNTS
3,256

Firm Details

Metro area North Jersey
CRD Number 107399
Website deltafinancialgroup.com
Client types

Overview

The firm works in a fiduciary capacity, choosing to act in the best interest of each of its individual clients. In contrast to a sales relationship, a fiduciary relationship requires the full disclosure of all conflicts of interest that could interfere with the ability to provide unbiased investment advice. The firm prides itself in its ability to provide personalized service and advice to each client. It goes to great lengths to obtain the information necessary to properly understand each client's objectives, constraints, and special needs. The firm's investment strategy is long-term. Its portfolios are designed to be "all-weather" portfolios, which can withstand market storms while providing consistent performance. The goal is to achieve superior returns with low or moderate risk. The firm strives to beat the markets during periods of poor or average market performance. Since its portfolios are managed with an eye toward controlling risk, during abnormally strong periods, performance may lag. The firm is a fee-on.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Delta Financial, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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