A complete list of active advisors currently associated with Delos Private Client Group, LLC

Warmer can help you find a great advisor at Delos Private Client Group, LLC or one who fits your needs even better.

Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, pension consulting and selection of third‑party money managers to individuals (including high‑net‑worth clients), pension and profit‑sharing plans and charitable organizations. The firm also offers a paid Institutional Research subscription that supplies macroeconomic commentary and actionable asset‑allocation recommendations for wealth advisors, hedge funds, pensions, foundations & endowments, and family offices. Delos typically manages accounts on a discretionary basis, tailoring allocations to client objectives and risk tolerance and using model portfolios, sub‑advisers and third‑party money managers; its methods include technical, fundamental and cyclical analysis and may involve equities, fixed income, derivatives, options, real estate and private placements. Client accounts are reviewed regularly (at least quarterly) and the firm discloses that it may use margin and does not consider tax efficiency to be a primary management objective, recommending clients consult tax advisors. The firm’s ownership and affiliation structure is a notable distinguishing feature: it is owned through entities tied to SLW Financial LLC and ultimately to First United Bank and Trust Company, and it is affiliated with other registered advisers that manage both a short‑biased actively managed ETF and a fixed‑income ETF, as well as an affiliated insurance agency. These relationships, together with the uncommon Institutional Research subscription offering, create potential referral and product conflicts that Delos discloses in its brochure.

To learn more about the advisors currently working at Delos Private Client Group, LLC, 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.