Anonymous

Hedge Fund Executive

“Delcaps’ reports and their Client Portal allow me to view my positions and risk at a glance, a far more precise and efficient method than what I had before.”

The story

Having worked in finance all my life, from managing a worldwide trading operation for a global banking group to founding my own business, my expectations of the quality of financial services and products are high. I pay attention to detail and do not relinquish control of any of my personal investments, which range from private equity and personal trading accounts, to hedge fund portfolios and real estate. I approached Delcap because I wanted to have a professionally consolidated picture as well as ongoing monitoring of my entire investment portfolio. Today, Delcaps’ reports and their Client Portal allow me to view my positions and risk at a glance, a far more precise and efficient method than what I had before.

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