Delta Asset Management

read moreDelta provides individuals, families, and institutions with customized asset management. Using thorough in house research we identify undervalued securities to acquire for client portfolios. We are a registered investment advisor and are solely compensated from the fees paid by our clients. In addition to asset management, we provide custom financial planning for clients.

read moreEdward is a Managing Director with responsibilities in portfolio management, investment strategy, and client service. He formerly held officer positions with Sedgwick, Inc., Hesta, and The Kuester Companies. He holds the Chartered Property Casualty Underwriter (CPCU) designation and is a graduate of Washington and Lee University. Myron is a managing director and founded Delta Asset Management, along with Alex Conaway, in 1989 after serving as President of Commerce Capital, an investment subsidiary of NBC Bank.

read moreDelta initiates positions based upon three factors - a company's value, its management, and its current equity price. Initially, we formulate a detailed analysis of a company's cash flow, business value, competitive advantages, and future earnings potential. Our understanding of a company is enhanced through discussions with management, market analysts, and competitors in order to determine management's commitment to shareholders. Our target is an out of favor Company selling at a significant discount to our targeted value.