Portfolio Review

Delta Trust financial experts will provide you with a complimentary Investment Portfolio Review. Produced by Delta Trust's qualified team of investment strategists, your Investment Portfolio Review Report will include:

• A detailed description of the equities in your portfolio
• An opinion on the structure of your portfolio
• A detailed summary with our recommendations for your portfolio

Investment Process

STEP 1: GETTING TO KNOW YOU
We take the time to get to know you, your goals and objectives, risk tolerance and time horizon to create a portfolio that will work for you.

STEP 2: PORTFOLIO REVIEW
We will obtain current financial statements and develop a picture of your current portfolio. Next, we will identify strengths and weaknesses, pitfalls and opportunities of your portfolio.

STEP 3: INVESTMENT POLICY
Outlines objectives, overall guidelines and investment policies, and restrictions.

STEP 4: DESIGN PHASE
Select appropriate program, managers, and products.

STEP 5: APPROVAL PHASE
With your new portfolio, we want to make sure you are fully satisfied and have a clear understanding of all financial goals.

STEP 6: IMPLEMENTATION
We will complete applications, transfer accounts and execute trades

STEP 7: KEEING YOUR PLAN ON TRACK
We are dedicated to making sure your plan stays on track with constant monitoring and reviewing of your portfolio. We keep our clients informed with regular reviews, updates and recommendations.

Asset Review

Through thoroughly evaluating our clients’ assets, we can better determine the best options for investments. Our advisors will do an asset review to develop a thorough evaluation of your financial situation and how we can best help you invest and grow your wealth. 

We can also assess risk tolerance for investments as well. Risk tolerance is a part of financial planning that is essential to making decisions about how to manage your wealth. A advisors will review your assets, risk tolerance, and overall wealth to recommend the strongest strategy for your investments. This information will additionally help to identify your needs for education, trust, estate, and retirement planning.