Investment Policy Committee

Delta Global is a firm which strives to be well-balanced, not perpetually bullish nor bearish and never willing to stake its investment reputation on just one person's market viewpoint nor even one investment philosophy. The firm considers fundamental, quantitative and technical analysis before making any recommendations and its Investment Policy Committee (IPC) reflects the ongoing work done within the firm itself.

The IPC meets monthly and is responsible for establishing and amending the firm's benchmark recommended global asset allocation model, which first serves as the starting point for individual client portfolios and is then altered to meet each client's needs based on age, income, risk tolerance and a host of other factors.

With nearly 75 years of investment experience between them, the current members of the firm's Investment Policy Committee are:
 
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