A complete list of active advisors currently associated with Gerald L. Delon, PhD

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The firm provides discretionary investment management primarily to individuals, including high‑net‑worth clients, and retirement vehicles such as pension and profit‑sharing plans. It also accepts portfolio management assignments that function similarly to small institutional mandates rather than only retail advisory relationships. The advisor follows a conservative, long‑term approach emphasizing capital preservation and balanced asset allocation across equities, fixed income, and money‑market instruments, and employs a mix of technical, fundamental and cyclical analysis in portfolio decisions. The firm does not use high‑risk techniques such as futures, short selling, or uncovered options, and conducts regular account reviews with written reporting to clients. Distinctive features include operation as a solo practitioner with a long operating history and advanced academic credentials, along with tax‑preparation credentials (Enrolled Agent) supporting its client service model; the firm manages a modest number of client relationships with relatively concentrated assets under management. It typically charges asset‑based advisory fees and receives research and administrative services (soft dollars) through recommended custodians, and it does not act as a private fund adviser.

To learn more about the advisors currently working at Gerald L. Delon, PhD, 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.