Company Profile

Delta Capital Management is a fee-based financial planning and investment management firm, based out of Orlando, FL. The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there.

The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting.

Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

Philosophy

Delta Capital Management seeks to build, manage and preserve your wealth with its portfolio management process. Through client-specific financial analysis and proprietary investment research, our services are designed to secure your well being for the long-term. As your investment professional, we are committed to delivering performance in a manner that is consistent with your needs and goals.

Part of our philosophy involves educating our investors. 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. One of the things that set Delta apart is our true desire to educate our investors and help them understand what's happening in the economy, what it means to our clients personally and the inter-working of their portfolios.

Top Notch Service

Performance is of the utmost importance in any advisory relationship. However, service and personal attention are the trademarks of Delta Capital Management. It is the defining quality that sets us apart from our competition. The relationship we strive to develop with each of our clients starts with an initial meeting that identifies your needs, goals, and risk tolerance. Subsequently, we design a client-specific financial outline and investment policy to achieve your goals within your tolerance for risk. Once we have agreed upon an appropriate risk level and portfolio layout, we implement our portfolio recommendations using a select list of stocks, bonds and mutual funds. On an ongoing basis, the client is kept fully abreast of portfolio changes and positioning.

Our Mission

  1. Our clients' interests always come first. Our experience has shown us that if we serve our clients well our own success will follow.
  2. Our primary assets are our people and our reputation. While a diminishment in the quality of either could be devastating, it is the latter that is the most difficult to restore. We are fully dedicated to complying with the letter and intent of the laws, rules and ethical principles that govern us. Our continued success depends upon answering adherence to this standard.
  3. We take great pride in the professional quality of our work. We have an uncompromising determination to achieve excellence in everything we undertake. Though we may develop a number of related businesses, we would, if it came to a choice, rather be best than biggest.
  4. We stress creativity and imagination in all we do. The markets we work in are ever changing and, for that reason, we must constantly strive to find a better solution to portfolio and client problems.
  5. We will always make an unusual effort to identify and recruit the best person for every job and hold them to the highest ethical standards. Simply put, we know that without the best people, we cannot expect to be the best company.
  6. The value of teamwork within a company cannot be overstated. While individual creativity is always recognized and encouraged, we have found that a team effort often produces the best results. We have no room for those who put their personal interests ahead of the interests of the firm and its clients.
  7. We consider our size an asset. Although we're a boutique advisory firm, our size gives us the ability to be nimble and also provide the top notch, personal service our clients deserve. It's our goal to become a well-rounded financial services entity. However, we will never put our growth ahead of our clients' interests.
  8. We constantly strive to anticipate the rapidly changing needs of the industry and our clients. We will endeavor to develop new services to meet those needs. The world of finance will not stand still and, for that reason, complacency can lead to extinction.
  9. Because we work with institutional clients, we will gain access to confidential information as part of our normal client relationships. To breach a confidence or to use confidential information improperly or carelessly would be unthinkable.
  10. Our business is intensely competitive, and we will aggressively seek to expand our client relationships. However, we must always be fair competitors and will never denigrate other firms in the course of furthering our own interests.
  11. Integrity and honesty lay at the heart of our business. Accordingly, we expect all members of the firm to maintain high ethical standards in everything they do, both in their work and in their personal lives.

Independence. Expertise. Integrity.

Through client-specific financial analysis and independent and proprietary investment research, our services are designed to secure your well being for the long-term. As your investment professional, we are committed to delivering performance in a manner that is consistent with your needs, goals and desires. Headquartered in Orlando Florida, Delta Capital Management serves clients globally.