Trust Discretionary Money Management Accounts & Portfolios

If you are looking for a personal money manager to provide fixed income and/or equity investment management, our Trust Department has an experienced portfolio management team that can provide you and your family with tax sensitive income, diversified growth or a combination of both in a balanced portfolio according to your investment objectives.

Delta Trust uses several sources of objective research for our investment decisions and selections of fixed income and equity assets.

We can also provide you with investment performance measurement that compares the relevant benchmarks for the type of fixed income and equity investments in your portfolio.

Our fees are very competitive for our money management services. To find out more, please call 1-800-831-3587 or contact us by e-mail.