Delta Equity and Delta Global offer a complete set of fee based platforms for managing client portfolios including:
- Broker (FA) managed fee based accounts
- Mutual Fund and ETF wrap accounts
- Separately managed accounts (SMA)
- Hedge funds
Our separately managed account platforms include more than 200 money management firms focusing on domestic and international equity and fixed income positions with a full range of investment styles and objectives. A partial list of the money managers available through Delta is included on this website at:
Money Managers Available through Delta
For financial advisors who directly manage client portfolios, Delta provides a full complement of tools for:
- Portfolio Diagnostics
- Proposal Generation
- Asset Allocation
- Block Trading
- Portfolio Rebalancing
- Performance Reporting
- Client Billing
In addition, we provide model portfolios, including buy and sell recommendations, from well established research platforms for stocks, mutual funds and exchange traded funds.
Financial advisory services are offered through Delta Global Asset Management, an SEC Registered Investment Advisor and affiliate of Delta Equity Services Corporation.