Business Details
37 Years
experience
Your Trusted Partner for Financial Advisory Services in Memphis
Delta Asset Management was founded in 1989 with a commitment to delivering sound, professional investment management tailored to client needs. Our team of nine professionals, including Chartered Financial Analysts and Certified Financial Planners, brings an average of 27 years of industry experience to every client relationship. We specialize in discretionary management of equity, fixed income, and balanced portfolios for individuals, corporations, and institutions, guided by a value-oriented investment philosophy. Our approach emphasizes long-term growth, risk management, and personalized service, ensuring portfolios align with each client's unique financial goals. As a Registered Investment Adviser, we uphold a fiduciary duty to prioritize client interests above all else. Our disciplined process combines rigorous in-house research with strategic asset allocation to navigate market volatility and capitalize on undervalued opportunities.With over three decades of experience, we have built a reputation for consistent performance and client-centric service, serving families, trusts, and institutions since our inception. Our Memphis-based team maintains a focus on transparency, ethical practices, and cost-effective solutions, ensuring clients receive tailored financial strategies that evolve with their changing needs. We pride ourselves on fostering long-term relationships through clear communication, proactive portfolio management, and a commitment to lifelong learning in an ever-changing financial landscape. This dedication to excellence has earned us the trust of clients who value expertise, integrity, and a partnership approach to wealth management.
Services
Asset Management
Financial Planning
Equity Management
Fixed Income Management
Portfolio Management
Investment Advisory
Wealth Management
Retirement Planning
Tax-Efficient Investing
Risk Management
Details
- Year established: 1989
Highlights and features
- We have over 30 years of experience managing assets with a consistent value-oriented approach
- Our team includes CFA charterholders and Certified Financial Planners with 27-year average tenure
- We maintain a disciplined investment process focused on long-term value and risk management
- We offer personalized portfolio solutions tailored to each client's specific financial situation
- We uphold a strict fiduciary duty to act in our clients' best interests at all times
Associations and certifications
- Registered Investment Adviser
What people say
Expertise
Personalized service
Long-term focus
Transparent fees
Professional team
Services
Asset Management
Our discretionary asset management service creates customized portfolios using individual securities tailored to each client's risk tolerance and financial goals. We employ a value-oriented investment philosophy focusing on long-term growth potential while maintaining disciplined risk management practices. With over $1 billion in assets under management, our experienced team constructs diversified portfolios that balance equities, fixed income, and cash equivalents to meet specific client needs.
Financial Planning
We provide comprehensive financial planning services that integrate investment management with strategic wealth planning. Our Certified Financial Planners work closely with clients to develop personalized strategies addressing retirement planning, tax efficiency, estate planning, and risk management. This holistic approach ensures investment decisions align with broader financial objectives while maintaining flexibility for life's changing circumstances.
Equity Management
Our equity management strategy focuses on identifying undervalued companies through rigorous fundamental analysis. We maintain a disciplined approach to stock selection based on financial strength, competitive advantages, and management quality. Portfolios typically hold 30-35 positions with individual allocations ranging from 1-5%, balancing diversification with concentrated positions in our highest-conviction investments.
Fixed Income Management
Our fixed income solutions emphasize capital preservation and consistent income generation through investment-grade securities. We construct portfolios with diversified credit quality and maturity structures to manage interest rate risk while optimizing yield potential. Our disciplined approach focuses on credit analysis and strategic reinvestment of cash flows to enhance long-term returns.
Investment Advisory
As a Registered Investment Adviser, we provide ongoing investment guidance and portfolio oversight tailored to each client's unique situation. Our advisory services include regular portfolio reviews, market analysis, and strategic adjustments based on evolving financial goals and market conditions. We maintain a transparent fee structure with no hidden costs or commissions.
People
Myron M. Mall
Managing Director and Co-Founder
Co-founder of Delta Asset Management with 35+ years of investment experience. Previously served as President of Commerce Capital Management. Holds degrees from Washington University and Parsons College, with graduate training in trust management from Northwestern University.
David C. Smith
Managing Director
CFA charterholder and Certified Financial Planner with expertise in equity research and financial planning. Former CFO of American Pacific and senior executive at Morgan Keegan. Holds dual degrees from the University of Memphis and active CFA Institute member.
Alan Catmur
Senior Vice President
Senior investment professional with 40+ years in the industry. Former President and CIO at Commerce Capital Management. Holds MBA in Finance from University of Memphis and extensive experience in equity research and portfolio management.
Chris C. Jones
Senior Vice President and Portfolio Manager
CFA charterholder specializing in portfolio management and taxable bond strategies. With Delta since 2006, previously served as research analyst at Morgan Keegan. Holds finance degree from Mississippi State University and active in local CFA Society.
Brandon Byrd
Portfolio Manager
Certified Financial Planner with expertise in fixed income and municipal credit strategies. Joined Delta in 2021 after previous roles at FHN Financial. Holds dual degrees from University of Mississippi and University of Memphis with focus on financial planning.
Questions
What is Delta's investment philosophy?
We employ a value-oriented approach focusing on long-term growth through undervalued securities with strong fundamentals and disciplined risk management.
What are the minimum account requirements?
Our minimum investable assets requirement is $500,000 to ensure we can provide tailored portfolio solutions effectively.
How does Delta manage risk?
We use diversified portfolios, position sizing limits, and thorough fundamental analysis to manage risk while maintaining long-term growth focus.
What services do you offer?
We provide asset management, financial planning, equity and fixed income management, and investment advisory services for individuals and institutions.
How are you compensated?
We are a fee-only Registered Investment Adviser, solely compensated through transparent management fees based on assets under management.
How often do you review portfolios?
We continuously monitor portfolios with formal reviews conducted quarterly, adjusting strategies as needed based on market changes and client goals.
