Individual Securities

Delta Continental can acquire/manage individual securities with/for you as well. In general, we prefer to make nondiscretionary stock recommendations to you based on documentable analysis and research. In other words, nothing is done without your prior approval. Our in house analysts conduct the ground research and return to you with a short list of ideas from which you can choose. Our past experience has shown that our clients are happiest with the results when we make informed decisions collaboratively.

Still, there may be occasions when you are unavailable or busy with work or life that may require you to assume a more passive role. In such instances, Delta Continental can manage the portfolio for you on a discretionary basis after we have familiarized ourselves with your investing style. You will need to sign an agreement for that specific period.

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