You & Delaney

Burtynsky, Edward. Manufacturing #10ab. Cankun Factory, Xiamen City, China. Nicholas Metivier Gallery.

“They stay the course—
know what my needs are”

— Long term client

The Delaney Capital Experience

KNOWING & UNDERSTANDING OUR CLIENTS

We take the time to fully understand you and your financial situation. We are here to listen, to explain, to provide a sense of comfort, and to realize your financial goals.

CUSTOMIZED PORTFOLIOS

We work with you to choose an appropriate equity or balanced investment mandate. The portfolio will be tailored to accommodate your specific needs. Factors such as income requirements and risk tolerance help determine the composition of your portfolio.

ACCESS TO PORTFOLIO MANAGERS

We believe clients should be able to speak directly with the individuals who are managing their assets. When you have questions, concerns or simply want to discuss the markets, all you have to do is call.

REGULAR REPORTING & COMMUNICATION

Quarterly, Delaney Capital will send you information about your holdings, transactions, and account performance. We will also share our views on the financial markets. More frequent reporting is available if desired and we encourage personal meetings.

Brown, John. Five Portraits of a Frankenstein and a Lazarus #4. Olga Korper Gallery Inc.

Types of Portfolios

EQUITY PORTFOLIO

An equity portfolio is a customized selection of stocks. This mandate is typically chosen by clients who are looking for capital appreciation and are prepared to accept the volatility of equity markets. That being said, income generation and preservation of capital remain important considerations.

BALANCED PORTFOLIO

A balanced portfolio is a customized selection of equities and bonds. Clients whose primary focus is preservation of capital or who require ongoing income often choose a balanced portfolio.

How Accounts Operate

Delaney Capital manages personal (including registered), corporate, foundation, trust, and pension fund accounts.

SEGREGATED

All clients have their own customized portfolio which holds a selection of securities. All securities are held by a third party custodian. This segregated structure gives you greater flexibility when it comes to tax planning.

DISCRETIONARY

We will build and maintain a portfolio for you based on your individual needs and risk profile. Delaney Capital has discretion over the account and is entrusted to manage the portfolio on your behalf.

FEES

We have a traditional management fee structure, with no performance fees. Portfolio performance is shown net of fees, providing an accurate snapshot of the bottom line.

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