A complete list of active advisors currently associated with Delaware Avenue Advisors Inc.
Warmer can help you find a great advisor at Delaware Avenue Advisors Inc. or one who fits your needs even better.
Delaware Avenue Advisors provides ongoing investment supervisory services and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. Its services include the preparation of individualized Investment Policy Statements and discretionary portfolio management, along with ERISA consulting offered in partnership with an external specialist. The firm’s investment process is guided by client‑specific Investment Policy Statements and a combination of macroeconomic, fundamental, technical, and portfoliometric analysis to set asset allocation and monitor risk. It employs both active and passive strategies and may use long‑term positions as well as short sales, margin transactions, and options writing across its Alpha core, Beta core, and Income core portfolio types. DAA is a small, two‑person investment team managing roughly $27 million in discretionary assets for about 85 client accounts and accepts written discretionary authority to execute trades. Compared with many peers, the brochure discloses documented adherence to the CFA Institute Asset Manager Code, a formal ERISA/401(k) consulting arrangement, and receipt of research/soft‑dollar benefits from its custodian — operational and research features that can influence fiduciary and execution considerations.
To learn more about the advisors currently working at Delaware Avenue Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Buffalo, NY
| 4
| |
Buffalo, NY
| 0
|
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