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.
Delta Hedge Financial provides fee-only, discretionary portfolio management to individuals, trusts, estates and private corporations, and also accepts corporate/business and institutional clients. The firm charges advisory fees based on a percentage of assets under management and conducts regular account reviews with clients. Its investment process blends fundamental valuation with a proprietary quantitative model that analyzes price, volume and volatility, using technical analysis and macroeconomic monitoring as confirmatory inputs. Portfolios may be passively or actively managed and employ equities, ETFs, fixed income and options, with client objectives and risk tolerance established through questionnaires and interviews. What distinguishes the firm is its routine use of options and collar trades as a primary active tool to define downside risk and generate income, implementing these derivative strategies within client accounts. The firm’s combination of a volatility-price quantitative model and acceptance of corporate and institutional mandates is atypical for advisors that otherwise focus primarily on individual clients.
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.
Name |
Location |
Years of experience |
|---|---|---|
Port St. Joe, FL
| 12
|
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