Our Approach to Asset Management
We believe research-based money management designed around your investment goals makes all the difference. Our managed portfolios employ the strategic expertise and deep tactical insights of BlackRock, one of the world's largest money managers. Our managed portfolios provide you the following benefits:
-Clear Asset Allocation
Know what you own through a clearly diversified asset allocation. We give you the details on when and why changes are made in your portfolio.
-Focused On Risk
Gain access to BlackRock's industry-leading risk management plat-form, Alladin®. This platform is relied upon by institutional investors to monitor $5.1 trillion dollars (BlackRock Literature # IND-WHYBLKBRO-2016)
-Designed Around Your Needs
Our portfolios are designed with you in mind. By focusing on what you can control, such as understanding your financial goals and your risk tolerance, we can help you find the model portfolio that matches the asset allocation appropriate for your investment objectives.
-Rebalanced with Purpose
Stay on target by reallocating and rebalancing every quarter in accordance with the allocations recommended by BlackRock's model research team.
-Transparent Fee Schedule
No commissions or trade fees to worry about. By paying a flat percentage of the account's assets, we are able to provide you with rebalancing and trading without the added costs. You also have the option to hold other investment holdings within the same account at no additional cost.
At Delco Financial Group, we pride ourselves on being different from other financial firms. We believe one way we demonstrate our difference is our ability to offer clear solutions to our clients. We welcome you to experience the Delco Difference!
Delco Financial Group, Inc.
David O'Dell, President
Brian O'Dell, CFP®
621 Rollingwood Dr., Shorewood, IL 60404
No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will guarantee success. Delco Financial Group, Inc. is an independent firm with securities offered through Cetera Advisor Networks, LLC., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser.