Positive Delta Asset Management LLC

Positive Delta Asset Management LLC is a California registered investment adviser founded in 2005, offering affordable and transparent investment advisory services to individuals and institutions through Separately Managed Accounts. The firm's investment strategies include the PDAM Global Alpha Multi-Asset ETF Managed Portfolio Strategy and Customized Portfolio Management. Clients' assets are held with institutional custodians like Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Interactive Brokers, providing full transparency. The firm's minimum investment amount is $250,000, with fees ranging from 0.68% to 2.0% of discretionary assets managed annually, or up to 20.0% of Net New Profits for Qualified Clients. Clients have investment discretion and can impose restrictions on their assets. The PDAM Global Alpha strategy focuses on low-cost, low-volatility performance-driven quantitative approach, with a balance between strategic and tactical asset allocation. The firm's investment philosophy aims to mitigate risk by selecting less correlated investments across various asset classes. The PDAM Customized Portfolio Management strategy tailors portfolios based on clients' unique situations and the firm's investment approach. The firm's executives have extensive educational backgrounds and business experience, ensuring clients receive expert guidance. Positive Delta Asset Management LLC operates with integrity, transparency, and a client-centric approach, providing tailored investment solutions for a diverse range of clients.