Our Story

"We can't direct the wind, but we can adjust the sails"

With a focus on life-goal planning and preserving wealth to meet those needs, Del Rey Capital Management utilizes portfolio construction based on the investors’ need for tax-efficiency – utilizing hedging strategies to mitigate risk.

Investing should be simple – and simply put, Del Rey Capital Management constructs portfolios based on the individual investors’ needs and wants.

As a committed "fee-only fiduciary," our unique and independent perspective provides our clientele with every step of life-goal planning, as well as proven methods to preserve the wealth to meet those needs.