Gerald L. Delon, Phd

Overview

Gerald L. Delon, Phd operates as a sole-proprietor advisory practice focused on discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm bills on a percentage-of-AUM basis and lists accounting among its business activities, which suggests the adviser combines investment management with hands-on financial planning and reporting for clients. Investment preferences tilt toward publicly traded equities and exchange-traded instruments, with a clear emphasis on liquid, easily traded vehicles rather than private fund commitments. The firm is not an active ESG investor and does not present as a multi-state or pension consulting advisor. Portfolio construction appears centered on concentrated, client-specific managed accounts rather than broad fund-of-funds solutions. Given the small client base and the custodian footprint, Gerald L. Delon, Phd likely uses a mix of individual stocks and ETFs to implement equity exposure, complemented by mutual funds and corporate debt to cover fixed-income needs and cash management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices