What Sets Us Apart
and Why It Matters
Disciplined
Actions speak louder than words, and with no ties to other mutual fund companies, our Portfolio Managers have the freedom to do what’s best for our clients without distraction.
Professional
As Portfolio Managers we hold ourselves to the highest standards. We are fiduciaries to our clients, and are legally bound to put client interests above our own.
Trusted
Our investments are long-term. Our relationships, even more so. In moments of growth or uncertainty, you can rely on us for expertise, genuine care, and financial advice.
Aligned
Our fees are based on the value of your account, not sales targets. They are clearly laid out before you start investing, and there are no surprises.
Our Team
Our strength lies in the experience, integrity, and dedication of our people.
With over 125 years of combined investment experience, our team of accredited portfolio managers, financial planners, and insurance advisors are committed to delivering exceptional service and tailored financial strategies.
While you will work directly with your own dedicated Portfolio Manager, you also benefit from the collective expertise of our entire team. At DeLuca Veale, we bring together holders of Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Certified Investment Manager (CIM®) designations, with Trust and Estate Planning (TEP®) Practitioners, and Insurance Experts (CLU®) from DeLuca Veale Insurance Services Inc. (DVIS) — all collaborating to deliver a seamless, high-quality client experience.
Guided by the insight and leadership of our founders, our team combines deep technical knowledge with decades of real-world experience — ensuring every client benefits from the full strength and skillset of our firm.