Delta Asset Management

At Delta Asset Management, we are committed to providing sound, professional investment management in a cost-effective manner. Founded in 1989, we have grown to become a team of nine professionals managing over $1 billion in assets. As a Registered Investment Adviser, we focus on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans, pensions, and foundations.

Our Services

Our core service is asset management. Through extensive in-house research, our team selects securities that fit our value-oriented philosophy. We offer a range of services, including all-equity, all-fixed-income, and balanced accounts, tailored to meet the specific needs of our clients. Our portfolio structure is built around individual publicly traded assets, carefully selected to provide long-term value and competitive investment performance.

Our Team

Our team of professionals has a long and successful history in the investment management business. With an average of 27 years of experience, our principals have a deep understanding of the market and a proven track record of success. Our team includes two Chartered Financial Analysts and one Certified Financial Planner, ensuring that our clients receive the highest level of expertise and personalized attention.

Our Approach

At Delta Asset Management, we are guided by a commitment to long-term value and a cautious, risk-averse approach to investment. We recognize that investment decisions are not taken lightly and that the trust placed in our investment responsibilities is paramount. Our investment philosophy is centered on the principles of opportunism, patience, and discipline.

Opportunistic

We take advantage of the market's fixation on short-term certainty by employing a long-term time horizon. By analyzing companies that have experienced negative events and are mispriced, we identify opportunities to purchase undervalued stocks and sell later at full value. This approach requires a long-term orientation, and we believe that only by making judgments on a long-term basis can we truly take advantage of the market.

Patient

Patience is key to our investment approach. We demand that companies exhibit a good financial position relative to the inherent risks in the business, a strong position within their industry or geographic niche, and honest and shareholder-sensitive management. By exercising patience, we are able to ride out short-term market volatility and focus on long-term value.

Disciplined

We believe that discipline is essential in investment decision-making. Our approach is guided by a long-term fundamental value target, which ensures that our decisions are based on thorough analysis and careful consideration. Through thorough research and due diligence, we strive to deliver competitive investment performance over the long term.

Conclusion

At Delta Asset Management, we are dedicated to providing our clients with the highest level of investment management expertise and personalized service. Our commitment to long-term value, cautious investment approach, and disciplined decision-making process sets us apart from other investment management firms. We invite you to learn more about our investment philosophy and how we can help you achieve your long-term financial goals.