A complete list of active advisors currently associated with Spring Delta Asset Management, LLC
Warmer can help you find a great advisor at Spring Delta Asset Management, LLC or one who fits your needs even better.
Spring Delta Asset Management is an independent advisory firm with about $14.9 million in discretionary assets that serves individuals, high‑net‑worth clients, and pension or profit‑sharing plans. The firm provides discretionary portfolio management primarily through ETF‑based strategies and offers pension consulting services tailored to retirement plans. Its investment approach is model‑driven, using charting, quantitative, and technical analysis to implement two wrap‑only strategies: a tactical strategy that primarily uses leveraged and inverse exchange‑traded products for short‑term, concentrated exposure and a non‑leveraged buy‑and‑hold ETF strategy intended for longer‑term allocation. Spring Delta requires discretionary authority, documents client objectives in an Investment Policy Statement, manages strategies to a single model rather than on an individually tailored basis, and may move accounts entirely into cash for extended, model‑driven periods. Compared with many independent advisers, Spring Delta sponsors its own wrap fee program and offers both strategies exclusively through that program, receiving the bundled wrap fee and operating within the program’s execution framework. The firm also discloses and publishes performance results in its materials, accepts corporate and institutional/pension clients in addition to individuals, and notes that its tactical strategy can be concentrated (historically three to six ETPs with single positions roughly 20–32% of account value in 2025) with high aggregate exposure to leveraged products.
To learn more about the advisors currently working at Spring Delta Asset Management, LLC, 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 |
|---|---|---|
New York, NY
| 22
|
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