Delos Private Client Group, LLC

Overview

Delos Private Client Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm positions itself as a capital allocator for individuals, families and institutional clients, offering a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly, subscription and fixed-fee arrangements. Delos is not listed as an active ESG investor and is not registered as a multi-state adviser. The firm also lists industry affiliations that span other investment advisers, commodity pool or CTA activity, banking or thrift institutions, trust companies and insurance companies.

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Investments & Alternatives