A complete list of active advisors currently associated with V Delima Investments Inc

Warmer can help you find a great advisor at V Delima Investments Inc or one who fits your needs even better.

V. Delima Investments is an independent advisory firm that serves high‑net‑worth individuals as well as foreign and domestic entities, including private investment companies and select corporate clients. The firm offers personalized discretionary and non‑discretionary investment management and advice across a broad range of securities, including foreign and emerging‑market issues, options, structured notes, and private funds. The firm develops tailored asset allocations and draws on fundamental, technical, and macroeconomic analysis to manage portfolios and adjust positions over time. It may agree to performance‑based fees for certain clients and frequently operates through a referral arrangement with a bank that provides custody, trade execution, and supplemental investment support while the firm retains responsibility for the investment proposal and portfolio management. Distinctive aspects include a materially international client base and explicit engagement with Latin American and emerging‑market securities alongside a small, solo‑advisor structure overseeing a concentrated client roster. The firm’s compensation mix—receiving fixed payments from a referral bank for many relationships while also accepting asset‑based and client‑agreed performance fees for other accounts—is atypical among comparable independent advisers.

To learn more about the advisors currently working at V Delima Investments Inc, 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
Vivian Lima Giuliani profile photo Vivian Lima Giuliani
Coral Gables, FL
5
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