A Delphia (USA) Inc. (Delphia Advisers) managed investment account uses a combination of passive and active investment strategies.  The Investment Policy Statement, a detailed personalized description of how Delphia Advisers will manage your account, will be attached to your client account agreement.  

The passive strategy will seek to achieve returns comparable to the returns of global markets by investing in a diversified portfolio of exchange traded funds (ETFs).  

The active strategy will seek to achieve positive returns using Delphia Advisers' proprietary data-driven investment model.  The active strategy will make long investments (you own the security because we believe the value will increase ) and short investments (you own the right to demand the future sale or purchase of a security at a specified price because we believe the value will decrease) in stocks and ETFs.

Depending on your circumstances, Delphia Advisers will recommend a Conservative, Balanced or Aggressive portfolio which mixes a combination of equity and fixed income investments that is suitable for you.  

Investment Policy Statements

Conservative Portfolio
Balanced Portfolio
Growth Portfolio



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