Del Mar Group operates around three guiding principles: YOUR money is as important as OUR money! Hassle free investing - we will never solicit! A unique way to measure how we are doing for you!

Del Mar Group is proud to operate its business around three simple, yet distinct guiding principles when it comes to market driven investing. We apply these valued principles to our Managed Accounts*, Brokerage Accounts* as well as Variable Policies*.

First, your money is just as important to us as our money. Simply put, on any given day up to 70% of your money is invested where our money is invested. Although it might seem like a throw back philosophy, we feel that if our recommendations are good enough for you, then we should certainly take our own advice! Conversely, if it is good enough for us, why are we not recommending it to clients, if applicable? Driving this is the overall consideration of what is best for our clients.

Secondly, once you become a client of Del Mar Group, the one phone call you will never receive is the one that asks for further investment contributions. We do not and will not solicit additional funds, unless specified by a client request. Then you are asking, how do we raise additional investments? We let our results speak for us!  When you receive your monthly, quarterly or annual statement and compare the results with what is happening in the market, we are confident enough that if additional funds are available you will contact us. So, we simply let the results speak for themselves and trust our clients to do what is right for them and their particular goals in terms of funds for additional investment.

Additionally, our referral business is very strong, again due in part  to how Del Mar Group conducts its business!  Clients refer us for many reasons including the appreciation of the work and results we achieve for them, and our unbiased approach to product selection. And as important, our strategies are not only designed specifically for them; they are working for them and they like the personal service and attention they receive whether it is a question regarding their statement or status on market happenings.
   
Third, we are extremely proud of this point - as an investor very few people have an objective way to measure the effectiveness of advisors. As an example, often someone will tell us they “think” their advisor is doing well because they earned 8% on their investments. However is that 8% in a 12% world or 8% in a 3% world? Years ago we decided to make sure our clients are able to objectively measure our results not by just their annual return but by demonstrating our results compared to what is happening in the investment world. To that end, our annual reviews contain not only the results we have achieved over the past year, but a chart showing the five most common indexes used to measure market performance for the same period of time. Our stated goal each year is to achieve results at least one percent better than the best of those indexes. By providing these tools our clients are able to objectively measure what Del Mar Group has achieved for them.

 * Managed Accounts are fee based accounts. See Products and Services for a more detailed explanation.

* Brokerage Accounts are commission based accounts. See Products and Services for a more detailed explanation.  

* Variable policies refers to both Variable Annuities and Variable Life Policies. See Products and Services for a more detailed explanation.