Deltec’s Investment Markets analytical process is based on a macroeconomic framework using proprietary economic and market based leading indicators. Deltec’s Investment Fund research process utilizes in-house expertise to undertake investment manager research across a broad universe of fund strategies. Our experienced investment professionals analyze performance and portfolio exposures through rigorous quantitative and qualitative analysis.
Deltec’s investment management offering is unique – it is designed entirely around the individual investment objectives (Capital Growth, Income, or Growth) and risk profile (Conservative, Balanced, or Aggressive) of clients and their families, rather than any generic model that does not distinguish between a client’s investment objectives and risk profile. Deltec provides clients with direct access to all elements of the wealth creation process – through a Core, Tactical and an Opportunistic Portfolio – all converging to provide an overall Client Portfolio that is as unique as our individual clients.
Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing a range of private banking and fiduciary expertise.
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