Broker Check

Our Mission

At Del Rey Capital Management, our mission is simple: to learn more about you, understand your needs, wants, and goals, and help you to identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

Our mission is to empower our clientele with tactics for fearless and fruitful investing. We understand today’s financial environment. We understand that individuals face unique challenges as they plan for retirement, as well as any life changes.

And we can help take the mystery out of preparing for today and tomorrow.

In order to carry out our mission, we start with an analysis of each distinct situation, and provide a strategy for tax optimization. Utilizing option strategies and the proper mix of active and passive portfolio management, DRCM does things a little differently – in order to enhance returns while also protecting against the downside. Being focused and nimble - and free of the conflicts of everyday Wall Street brokerage houses – makes us stronger.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and life-planning goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

We look forward to working with you.