Delmar investments is an investment firm that offers a wide range of products and services to both retail and institutional clients. With offices across the US and Europe, they have grown to become a reputable name in the industry. However, some investors are still unsure about the quality of their offerings and looking for an unbiased Delmar investments review before deciding to work with them. This article will take an in-depth look at Delmar’s investment products, fees, customer service, and overall reputation to help investors make an informed choice. We will analyze feedback from existing clients as well as information from third-party rating sites. There will also be a comparison of Delmar investments vs competitors. By the end, readers will have a comprehensive understanding of what Delmar investments can provide for their investment portfolio.
Delmar offers a wide selection of investment products to meet diverse needs
As a full-service investment firm, Delmar provides access to stocks, bonds, mutual funds, ETFs, and alternative investments like hedge funds and private equity. Their breadth of offerings allows investors to build highly customized portfolios aligned with their risk appetite and goals. Delmar has in-house research teams that actively screen the market to select what they view as the top investment opportunities across different asset classes. For stocks and bonds, they offer both individual securities as well as professionally managed portfolios. Their mutual fund and ETF lineup covers all major market segments – US, international, sectors, etc. For accredited investors, Delmar provides private capital investments including venture capital, real estate, and infrastructure deals that can enhance portfolio diversification. Overall, Delmar aims to be a one-stop shop for investments.
Fees are competitive but not the lowest in the industry
Delmar investments does not advertise itself as the lowest cost provider. Their fees are competitive but not rock-bottom. Stock and ETF trades cost $4.95 which is inline with discount brokers. Advisory fees for investment management range from 1% – 1.5% depending on account size. These are certainly not the cheapest in the market but not excessive either. Many clients appreciate the convenience, guidance, and portfolio customization that Delmar provides through human advisors. So they find the fees reasonable for the value added. However, investors who want automated investing at the lowest fees may be better off with robo-advisors that charge less than 0.5%. Delmar does not specialize in passive index investing, so their fees will be higher than firms like Betterment or Wealthfront. But for active management and a high degree of personalization, Delmar delivers competitive value.
Strong customer service earns high marks for Delmar
In multiple Delmar investments reviews, their customer service emerges as a clear strength. Clients praise the responsiveness of their dedicated financial advisor who takes time to understand their needs and provides ongoing support. Phone wait times are short and email queries get resolved promptly. The digital experience also earns positive feedback. Delmar’s website and mobile app make it easy to track portfolios securely and make transactions with a few clicks. Problems like incorrect trades or account errors do crop up occasionally but Delmar is quick to investigate the issue and fix it to the client’s satisfaction. Overall, Delmar investments reviews on third-party sites like Trustpilot give them 4+ stars for service quality. Long-term clients particularly value the personal relationship they build with their advisor which is difficult to replicate at automated low-cost firms.
Delmar builds trust through transparency and compliance
With years in business and a focus on building long-term client relationships, Delmar investments places great emphasis on trust and transparency. Their fees and service charges are clearly disclosed upfront without any hidden costs. Portfolio statements contain detailed holdings information and performance tracking. Delmar advisors are held to high ethical standards when managing client money. The firm requires credentialed professionals like CFPs or CFA charterholders in client-facing roles. Delmar investments strictly complies with all regulations related to account security, privacy, and conflicts of interest. They undergo regular external audits to ensure procedural integrity. While no investment firm is completely free of compliance violations, Delmar’s record is cleaner than most. Their trustworthiness gives clients confidence that the firm prioritizes their best interests.
This unbiased review finds that Delmar investments provides a robust menu of investment products covering different asset classes and risk profiles. Their fees are cost-effective for active portfolio management while customer service earns consistent praise. Delmar builds trust through transparency, credentialed staff, and a solid regulatory compliance history. Investors looking for a full-service investment firm with personal advisory support would do well to consider Delmar.