How We Empower You

Every client of Del Rey Capital Management enjoys personalized experiences, with experienced professionals.

We provide assistance in the following areas:

Investments

  • Bonds, Preferred Securities & other Fixed Income
  • Common Stock & Exchange-Traded Funds (ETFs)
  • Educational IRAs & 529 College-Savings Plans
  • Traditional Rollover & Roth IRAs
  • Brokerage & Cash-Management Accounts
  • SEP & Simple IRAs
  • U.S. Treasury Bills, Notes & Government Securities
  • REITs & Master-Limited Partnerships
  • Private Equity Financing

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Plans
  • Mortgage & Security-Based Lending
  • Profit Sharing & Money Purchasing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance