Investments Products and Services

Individual Securities

Delta Trust Investments utilizes the finest independent research from Bank Credit Analyst, Alliance Bernstein, Northern Trust, Value Line, Thompson Financial and others covering a wide range of equities.  We provide our clients with access to some of the industry's best research.

Bonds and other Fixed Income Investments

We offer a wide selection of tax free bonds, mortgage-backed securities, brokered Certificates of Deposit, U.S. Treasury and Agency Securities, corporate bonds and hybrid structured products.  Our participation in certain syndicate offerings allows us to periodically offer select primary market issues to our clients.

Mutual Funds

Delta Trust Investments offers mutual funds from industry leaders including American Funds, Franklin Funds, Federated Funds and many others. For those investors who prefer no-load funds, we also offer fee based programs. 

Fixed and Variable Annuities

We provide a broad range of fixed, variable and hybrid annuities from most major Insurance Companies.  Additionally, Delta Trust Investments offers a full menu of life and other insurance products through our affiliate, Delta Trust Insurance Agency, Inc.

Insurance Trusts

Through our partnership with our trust affiliate, we can design and administer insurance trusts to meet your specific needs.

Trust Reviews

Through our partnership with our trust department affiliate, Delta Trust Investments also offers no-obligation trust reviews and a free analysis of your estate planning needs.

Financial Planning

Delta Trust Investments is proud to offer one of the leading financial planning programs available in the industry known as Envision®. Envision® helps our clients to identify their life's goals, to define them in measurable terms, provide a plan to attain those goals and a methodology to monitor your progress. 

Investment Management Consultants

We offer access to the industry's leading professional money managers and mutual funds through our fee-based programs.

Fee-Based Trading Accounts

Delta Trust Investments offers fee-based trading account access.

Online Trading

We provide one of the best online trading platforms with competitive fixed, per trade commission rates.

Internet Account Access

Our clients can access their accounts 24 hours a day, seven days a week via any computer with internet access.

To find out more about what Delta Trust Investments can do for you, please call 1-877-349-9333 or e-mail French Hill, President of Delta Trust Investments.