Delta Interval
Mutual Funds
Hedge Funds
Total Fees Charged? Percentage of excess return after beating a high-watermark. High-watermark ensures that before charging a new fee, the Investment Advisor must earn back any losses from the last point in time a fee was charged.

- Management fees
- Advisory Fees
- 12B-1 Fees (Mktg)
- Maintenance Fees
- Hidden Charges

- Monthly Mgmt Fee
- Annual Perf Fee

Can Manage Risk with Derivatives? Yes - we use a combination of options derivatives to place market-neutral and non-directional bets. No - can only buy and hold stocks and bonds using asset allocation. Offers little protection from a prolonged or sharp market decline. Yes - can use combinations of derivative strategies to place neutral and directional bets and enhance returns.
Minimum Investment? $5,000 from $1,000 to $3,000 Could be from 250,000 to $1,000,000. You have to have 1,000,000 million liquid net worth or be in 35% tax bracket
Provide education and training?

Yes, we provide a variety of options courses including:

- FREE Online Options Course
- Comprehensive Self-Study Class
- Delta Interval Advanced Seminars
- Individual Flexible Schedule Tutoring

No-use conventional, old financial theory No- hedge funds keep their strategy a top-secret
please visit www.deltainterval.com