EQUITY PORTFOLIOS

Clients interested primarily in growing their investment holdings should consider a personalized equity portfolio managed by Delaney Capital.

To encourage capital preservation, Delaney Capital applies a value approach to investing. By favouring those equities priced at low historical values or below comparable stocks in their industries, we provide our clients with high growth potential at the lowest possible price and risk. While equities will form the bulk of any portfolio, we will also consider other investments, such as bonds, that may offer great opportunity at any given time.

Delaney Capital identifies strong investments through exhaustive research of individual companies and broader trends. Our investment team devotes most of its energies to studying corporate, brokerage and industry reports. As well our team conducts in depth interviews with company management. In fact, we consider research and analysis to be our greatest strengths.

Because any investment service should meet each client's needs and preferences, Delaney Capital will tailor your portfolio to your demands, as determined by ongoing personal contact initiated by our advisors. Every quarter, Delaney Capital provides a detailed listing of your holdings, a performance report, and a letter discussing your specific investments and the markets in general.