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Your Goals Are Unique. Your Wealth Management Approach Should Be Too

WEALTH MANAGEMENT

At Delos Capital Advisors, 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. 

Wealth Planning Process
Investment Strategy
Outcome

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 where the risk of principal loss is mitigated.

These assets are designed to meet your goal requirements and withstand unexpected events.

DCAMM Portfolio

Your remaining assets comprise your Wealth- Building Portfolio. and give you the opportunity to generate aspirational Wealth.

These Assets have a higher return potential but bear higher risk levels. These assets will be invested per our current investment outlook in several vehicles such as fixed income equities, commodities, and liquid or liquid alternatives.

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

GOALS:

Expand your family

Buy a home

Build an emergency fund

Plan for retirement

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LIFE STAGE

Late Career

GOALS:

Send children to college

Plan for future healthcare

Plan for retirement

Legacy planning

LIFE STAGE

Retirement

GOALS:

Maintain lifestyle

Ensure stream of income

Legacy planning

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Investment Strategy 

Our Principles

The DCA investment strategy is rooted in the fundamental belief that financial markets are acutely sensitive to changes in economic conditions. 

Our proprietary DCA 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. 

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A COORDINATED TEAM OF TRUSTED ADVISORS

We know mistakes can happen when your decisions are not coordinated and your advisors are not working together.

To solve this issue, we offer both breadth and depth of experience and diligent coordination across all areas of your plan.