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Delta Investment Management

EST. AUM
$856,670,613

CONTACTS
6

CLIENT ACCOUNTS
2,459

Firm Details

Metro area San Francisco
CRD Number 149596
Website deltaim.com
Client types

Overview

Delta is an investment management firm that employs data-driven strategies for asset allocation and manager selection. The firm uses quantitative and fundamental analysis to align with clients' risk and growth requirements. Delta's investment process focuses on identifying growth opportunities in favorable markets and mitigating risks during downturns. Client portfolios are constructed using various investment vehicles, including mutual funds, ETFs, stocks, private partnerships, separately managed accounts, and fixed-income securities. The firm applies a global perspective to manage accounts within the context of interconnected financial markets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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