THE DELTA GROUP

Overview

The Delta Group is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a registered representative of a broker‑dealer and as an insurance broker, which shapes the product set it offers alongside advisory services. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees, allowing flexibility across planning engagements and ongoing portfolio oversight. Investment activity centers on equity exposure, with the firm favoring exchange‑traded equities as its primary allocation. The Delta Group is not structured as a capital allocator; instead it uses external managers and packaged products when it expands into areas beyond core equities. The firm is not positioned as an ESG or multi‑state specialist and focuses on smaller client relationships—individuals and families and small businesses—rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices