Whether you are a client of De Luca Veale via a direct relationship with a member of our firm or you are working with an independent financial planner, as our client, you have two professional Portfolio Managers working on your behalf.

Working as a team, investment selection and portfolio management decisions are handled by Richard De Luca and Jonathan Veale. While a team approach is an important advantage to the process of portfolio management, we believe it is important that one portfolio manager be assigned to your portfolio. If you have a prior relationship with either manager you can expect that individual to be taking care of your portfolio. In the absence of either portfolio manager, the other will answer any immediate questions you may have regarding your portfolio.

If you are working with a De Luca Veale account manager, they will be your first point of contact and be there to assist you with deciding on your portfolio and insurance needs and setting your objectives. Your account manager knows you and what type of investments are appropriate for you and your portfolio given your needs.  This person is a critical component to your success.

In conjuction with your account representative there are two administrative support staff here at De Luca Veale to ensure the details surrounding your account are well taken care of.

In summary, we are all here for you and to serve you best we each have a focused area of expertise.