A complete list of active advisors currently associated with Delta Hedge Financial

Warmer can help you find a great advisor at Delta Hedge Financial or one who fits your needs even better.

The firm provides fee-only, discretionary portfolio management and investment advisory services to individuals, trusts, estates and private corporations, and it may also serve banks, investment companies, charitable organizations and foundations. Services include customized portfolio construction, ongoing monitoring and regular reviews delivered in person, by telephone, or via webinar; as of March 13, 2026 the firm reported roughly $11.3 million in discretionary assets under management. Its investment process combines fundamental valuation, occasional technical analysis and a proprietary quantitative model that analyzes price, volume and volatility to inform sector allocation and timing. Portfolios are constructed from equities, fixed income, mutual funds, ETFs and options, with income-focused and actively managed allocations used alongside long-term holdings. Compared with many peers, the firm routinely uses options and structured derivatives strategies inside separately managed accounts — notably employing a collar trade as a primary active tool to define downside risk while generating income. It also works with corporate and institutional clients (in addition to individual investors) and relies on custodians such as Interactive Brokers or Charles Schwab and active monitoring to implement hedges and option overlays.

To learn more about the advisors currently working at Delta Hedge Financial, 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.