Delta’s advisory services are based around the requirements of the Investment Committee and includes Setting Investment Policy, Investment Selection and Approved Product List design, Model Portfolio construction, and Ongoing Investment and Portfolio reporting. All advice is customised to meet investment portfolio objectives  and needs.

Because Delta applies its own quantitative research and accesses many of the larger external research house qualititative research reports, we are able to provide customised advice for virtually any portfolio needs across all asset classes and risk profiles.

Our background in financial planning also enables us to provide practical solutions that are suitable for an individual portfolio needs no matter how small or large the amount to be invested.