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.
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.