Del-sette Capital Management, LLC
Del-Sette Capital Management, LLC is an independent investment advisory firm headquartered in Queensbury, New York. Founded in 2012, the firm employs approximately 7 professionals, serving both individual investors and high net worth individuals. Its services include portfolio management and investment advisory designed to meet the financial objectives of its clients.
Investment Strategy
Del-Sette Capital Management, LLC primarily manages discretionary investment portfolios on behalf of individual and high net worth clients. The firm employs a diversified strategy that includes investing in a mix of equities, ETFs, and mutual funds, focusing on broad market exposures and risk-adjusted returns. Investment decisions are tailored to the objectives of each client, with a focus on long-term capital appreciation and prudent risk management.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IDOG | ALPS ETF TR | 9.67% | $13.9M | 409,985 | $27.98 | $33.92 | +$255.4K |
E EDOG | ALPS ETF TR | 7.68% | $11.0M | 499,550 | $22.10 | $22.10 | +$20.5K |
F FDL | FIRST TR EXCHANGE-TRADED FD | 5.38% | $7.7M | 184,922 | $41.87 | $41.87 | +$7.7M |
E EEM | ISHARES TR | 3.98% | $5.7M | 118,572 | $44.23 | $48.24 | -$21.6K |
D DES | WISDOMTREE TR | 3.63% | $5.2M | 164,390 | $32.54 | $31.76 | -$50.7K |