Prescott, AZ Office

Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts and pension plans, generally onboarding clients with a minimum account size of $50,000. The firm also serves as a subadvisor to other investment advisors and offers custom accounts, with many clients choosing to maintain only a portion of their investable assets under Delta’s management.

Delta deploys a mix of quantitative macro analysis, fundamental company/sector research, and technical indicators to run several distinct strategies, including ETF-based tactical approaches (Capital Appreciation using a proprietary weekly Market Sentiment Indicator, Kress Tactical, and the Opportunity relative-strength rotation), a diversified Core strategy, a concentrated Blue Chip Growth equity mandate, and custom portfolios. Risk management is implemented through model-driven sell disciplines, periodic tactical allocation changes (often weekly for certain strategies), and explicit consideration of recession indicators and defensive asset transitions.

What is notable relative to peers is the firm’s coexistence of multiple systematic, short-term ETF rotation strategies with an unconstrained, high‑conviction stock‑picking strategy that typically holds 25 or fewer names and remains fully invested; this mix of high-turnover tactical models and an inherently concentrated, always‑equity mandate is less common among multi-team firms. Delta’s practice of acting as a subadvisor to other RIAs, its stated diligence process for alternative investments, and its use of multiple custodians while managing $856.7 million on a discretionary basis further distinguish its operating model.