Delta Investment Management provides investment management and consulting services for individuals, institutions, trusts, and pension plans. Delta manages portfolios across several strategies, including Capital Appreciation, Opportunity, Core, Kress Tactical, Blue Chip Growth, and custom-designed accounts, utilizing exchange-traded funds, mutual funds, individual stocks, bonds, and alternative investments. Delta monitors portfolio performance on an ongoing basis and offers comprehensive investment planning included within its management fees. Delta acts with the authority to make trades without asking first based on client agreements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Fees range from 1.00% to 1.85% based on the scope and complexity of services, account size, use of third-party strategies, and account history. Fees are negotiable in limited circumstances.