BALANCED PORTFOLIOS

Many individuals want to tap the growth potential of equity markets, but require income from their assets or are uncomfortable with the volatility of an equity portfolio. Such clients should consider a balanced portfolio customized by Delaney Capital.

To ensure your portfolio matches your specific investment needs, we begin the relationship with a series of meetings aimed at determining your preferences, goals, risk tolerance and income requirements. Your portfolio will then be formed with the appropriate balance of fixed-income investments, income trusts and equities selected according to our "value" strategy, which identifies low-cost investments with good growth potential. This approach reduces risk and assists with the preservation of existing capital, but still offers upside. Clients benefit from Delaney Capital's dedication to research and analysis, which pinpoints strong individual investments and broader financial trends.

Committed to providing premium service, Delaney Capital maintains contact with clients by phone and encourages regular meetings. Every quarter we provide a detailed listing of your holdings, a performance report, and a letter discussing your particular investments and the financial markets on the whole.