Fiduciary Investment Adviser in Charleston

DeltaX Capital is an independent investment advisor in Charleston, South Carolina, that combines original research and proprietary models to actively manage portfolios.

Built to answer to you.

100% Employee-owned

Based in Charleston, South Carolina. Independent ownership keeps responsibility for the firm close to the work.

Independent By design

Paid by clients, without product commissions or sales compensation. Our own research informs the decisions we make on your behalf.

Fiduciary In practice

Know what you own, why you own it and what you pay. Speak directly with the person managing your portfolio.

The discipline behind our portfolios.

A tennis player preparing a return on a green court

Investment philosophy

Understand the business before taking a position. Study its economics, competitive advantage, leadership and the price you pay.

Research process

Macroeconomic perspective, fundamental research, in-house quantitative models and technical analysis inform one considered view. Models test assumptions; we remain responsible for the decision.

Investment discipline

Let the thesis guide the decision. We size positions deliberately, stay patient while the case holds, and act when the evidence warrants a change.

Stewardship

Independent and 100% employee-owned, we put your interests first as a fiduciary. We explain decisions and costs, and keep accountability personal.

Two strategies.
Different objectives.

The same in-house research, applied to different priorities. Each portfolio is actively managed. For clients whose needs fit neither strategy, we build custom portfolios.

DeltaX Conviction^™︎

Long-term growth

Our flagship, a concentrated portfolio for long-term growth, driven by original research and proprietary models.

What it can own: Individual equities, cash and cash equivalents, digital asset ETPs and gold.
How it is managed: Research guides selection, position size and when to act.

DeltaX Clarity^™︎

Income-oriented

Designed for investors at or near retirement, with a flexible balance of growth and income.

What it can own: Low-cost equity funds, bonds or bond funds, income investments, and small digital ETP and gold positions.
How it is managed: Allocations evolve with research, market conditions and client circumstances.

Illustrative mixes are examples, not fixed target allocations or investment recommendations. Actual holdings and weights may change. All investments involve risk, including loss of principal.