Endowments and Foundations

Delta Capital Management, LLC provides investment management services designed to help Endowments, Foundations and Health Care Institutions meet their investment objectives and spending requirements. Our goal is to provide value-added services by experienced, dedicated professionals. The causes that endowments and foundations support are critically important. We understand the challenges you face in balancing your philanthropic activities with the conservation of your assets. At Delta Capital Management, our mission is to help endowments, foundations and other nonprofits fulfill their missions. We accomplish this by leveraging our global resources to create specific solutions that meet the unique needs of endowments and foundations.

The first step in our relationship is for us to develop a comprehensive understanding of your organization and its financial objectives, its timeline and its constraints. We define our relationship in detailed fashion through our Investment Policy Statement . Delta is not a multi-national behemoth that only looks at your dollars as another account. We take the time to meet with representatives of your organization (e.g. management, trustees or committees). We ask questions and we listen to your concerns. Together, we determine the services that best meet your needs. These may include portfolio consulting (“gate keeping”), development of investment strategies, active investment management and performance reporting.

At Delta Capital Management, we take a long-term view of the financial markets and a highly personalized approach to designing an investment portfolio that meets your needs. As well, we offer the flexibility to adapt the investment portfolio as those needs change. We believe in structuring a portfolio using diverse asset classes, which helps you to improve expected returns and reduce risk. Once our asset allocation strategy is in place, we provide specific investment recommendations in diverse asset classes utilizing mutual funds, equities, fixed income and real estate classes. Additionally, depending on the size your portfolio, as well as your investment objectives and constraints, it may be suitable to consider or alternative investments for additional portfolio diversification.

Once we have begun working together, we monitor your portfolio and provide a regular detailed performance report. As well, we will be happy to give performance and market reports at your regular board meeting. Once a year, we will conduct a formal review of your investment plan and Investment Policy Statement. We update the plan annually unless there are significant market or client conditions that warrant a more frequent review. Additionally, we are also available to meet with representatives of your organization (e.g. management, trustees or committee) as requested to review portfolio holdings and performance. Between meetings, we are available via telephone or e-mail.