Our Approach
"Everything should be made as simple as possible, but not simpler." ~ Albert Einstein
With this admonition from Professor Einstein in mind, a Question & Answer approach might be a swift and economical use of your time. So, here goes:
- WHAT EXACTLY DOES DELTA CAPITAL INVESTMENTS, LLC® DO?
- WHAT EXACTLY IS A REGISTERED INVESTMENT ADVISOR (RIA)?
- MORE SPECIFICALLY, WHAT EXACTLY DO YOU DO?
- WHAT IS THE PROFILE OF YOUR TYPICAL CLIENT?
- WHAT TYPES OF ACCOUNTS DO YOU MANAGE?
- HOW DO YOU CHARGE FOR YOUR SERVICES?
- HOW DO YOU COMMUNICATE WITH YOUR CLIENTS?
- WHAT GEOGRAPHIC AREAS DO YOU SERVE?
- WHAT OTHER RESOURCES ARE AVAILABLE FROM DELTA CAPITAL INVESTMENTS, LLC®?
- MORE QUESTIONS?
At Delta Capital Investments, we provide expert assistance in the following areas:
Investments
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
- Life Insurance