Your Goals Are Unique. Your Wealth Management Approach Should Be Too
WEALTH MANAGEMENT
At Delos Private Client Group, we employ a goals-based wealth management program. With your advisor and dedicated planning team, we aim to learn what is most meaningful to you and your family and work collectively to implement a plan to assist you in achieving those financial goals
The Delos360 Approach
The Journey Matters
Every client has an individual set of circumstances that define and direct their financial objectives. But as their life progresses, their plans evolve. A Goals-Driven methodology allows clients to have a dynamic wealth program that continuously aligns their asset allocation to the current phase of their life cycle.
We assess your assets and lifestyle to determine asset allocation within your Risk Control Portfolio- the portfolio that should be able to support your lifestyle and essential commitments.
Risk Control Portfolio
Your Risk Control Portfolio includes assets such as cash, short-duration treasuries, municipal bonds, and inflation-adjusted treasuries, which are designed to help limit the risk of principal loss.
These assets are utilized to attempt to withstand expected events.
Market Model Portfolio
Your remaining assets are invested in the Market Model Portfolio, which is designed to pursue growth of your wealth over time.
These assets have a higher return potential but bear higher risk levels.
Our mission is to provide the appropriate risk-weighted portfolio to help you meet your long-term goals.
Your Goals Will Evolve
Every client has an individual set of circumstances that define and direct their financial objectives. But as their life progresses, their plans evolve. A Goals-Driven methodology allows clients to have a dynamic wealth program that continuously aligns their asset allocation to the current phase of their life cycle.
LIFE STAGE
Early/ Mid-Career
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GOALS:
Expand your family
Buy a home
Build an emergency fund
Plan for retirement
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LIFE STAGE
Late Career
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GOALS:
Send children to college
Plan for future healthcare
Plan for retirement
Legacy planning
LIFE STAGE
Retirement
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GOALS:
Maintain lifestyle
Ensure stream of income
Legacy planning
Investment Strategy
Our Principles
The DPCG investment strategy is rooted in the fundamental belief that financial markets are acutely sensitive to changes in economic conditions.
Our proprietary DPCG research process focuses on evaluating the numerous stages of the business cycle that articulate an economy's path. By having a pulse on these macroeconomic conditions, we can understand the impact on diverse financial assets, which allows us to build portfolios that ebb and flow with the business cycle.
