Delta Accumulation provides investment management services, focusing on opportunistic investments in options. They manage investments for individuals, high net worth individuals, and pooled investment vehicles. Investment decisions are made on a discretionary basis, meaning Delta Accumulation has full authority to buy and sell securities. Services are tailored to each client's investment objectives, and clients can impose certain limitations on investment activities.
Fee Structure
Delta Accumulation charges a management fee for investment advisory services, generally between 0% and 1.0%, typically paid monthly. Clients may also pay a performance-based fee, between 15% and 30% of the net new profit in the client's account, subject to a "high water mark" provision. Fees and compensation may vary among clients and are negotiable.