Greenville, SC Office

George Fossing is a financial advisor at Delta Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2019, following prior roles at Retirement Wealth Advisors and Brookstone Capital Management. Fossing is also the owner of NorthStar Financial & Retirement Planning, LLC, where he is involved in retirement planning and insurance sales. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans, typically onboarding clients with account sizes of $50,000 or more. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct investment strategies, including tactical ETF rotation and concentrated equity portfolios.

Dow Barton is a financial advisor at Delta Investment Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including NorthStar Financial & Retirement Planning, where he also advises and enrolls clients in Medicare plans. Additionally, he has experience as a self-employed insurance agent. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotation and concentrated equity mandates, managing over $850 million in assets.

Zachary Jenkins is a financial advisor at Delta Investment Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including NYLIFE Securities LLC and New York Life Insurance Company. Jenkins is also involved with NorthStar Financial & Retirement Planning, LLC, where he provides financial and insurance advice. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans, typically starting with a minimum account size of $50,000. The firm combines quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and concentrated growth equity portfolios, and serves as a subadvisor to other investment advisors.

Travis Smith is a financial advisor at Delta Investment Management, LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at NorthStar Financial & Retirement Planning, Davis & Floyd, and several other firms. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm uses a combination of quantitative macro analysis, fundamental research, and technical indicators, offering both tactical ETF strategies and concentrated equity mandates.

Matthew Burke is a financial advisor at Delta Investment Management, LLC in Greenville, SC. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at firms including JP Morgan Chase and Kestra Investment Services LLC. Outside of his advisory role, he is also active as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, custom portfolios, and access to alternative investments, integrating financial planning as part of its asset management services.