Broker Check

Our Philosophy

(A PROVEN MODEL BASED ON NOBEL PRIZE-WINNING PRINCIPLES)


“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.”
~ Mark Twain


We never suffer from this kind of frustration as we don’t attempt to Time the Market as Mr. Twain seems to have. In today’s 24 hour-a-day global investment environment it’s easy to feel overwhelmed with the ever-expanding universe of investment choices and urgent time pressures. By way of contrast to the above, our Investment Philosophy, here at Delta Capital Investments®, is based on the following six proven pillars of investing:

  1. MARKETS ARE RANDOM
  2. ASSET ALLOCATION: THE FIRST STEP IS THE MOST IMPORTANT
  3. PORTFOLIO STRUCTURE: AN INTEGRAL PART OF THE INVESTMENT PROCESS
  4. TAX MANAGEMENT: NEVER IGNORE THE TAX IMPLICATIONS OF INVESTING
  5. MULTIPLE SPECIALIST MANAGERS: DESIGNED TO DELIVER MORE CONSISTENT PERFORMANCE
  6. CONTINUOUS PORTFOLIO MANAGEMENT KEEPS INVESTMENT PROGRESS ON TRACK


The above investment principles are the six pillars on which our practice is based. The menu item “Our Approach”, discusses how this theory is implemented in practice. Please read along with us some more!

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!