Delta Capital Management LLC

Delta Capital Management, LLC is an SEC-registered, owner-operated investment adviser that provides discretionary portfolio management for equity and fixed‑income portfolios. The firm advises high‑net‑worth individuals and a range of institutional clients — including pension plans, foundations, trusts and municipalities — and also participates as an investment manager in third‑party wrap‑fee programs.

DCM employs a value‑oriented equity process centered on low normalized price‑to‑earnings screening (initially screening large‑cap names and narrowing to a focused research list) combined with an intermediate, investment‑grade fixed‑income emphasis. Equity portfolios are managed consistently across accounts, targeting a concentrated mix of holdings diversified by industry and implemented with uniform buy/sell actions and a defined three‑part sell discipline.

What is noteworthy relative to peers is the firm’s explicit coverage of municipal clients, a client type that is uncommon among supported firms, and its ongoing role in wrap‑fee program arrangements in which it receives a portion of sponsor fees. The combination of a narrowly defined value process, firm‑wide simultaneous trade implementation, and participation in wrap programs distinguishes its operational and client‑service approach from many similarly sized advisers.