Experience - Over twenty five years experience managing
investment portfolios, fifteen years in Missoula, Montana
Assets - all client assets are held at Charles Schwab, Inc. All
transactions are executed through that firm. Charles Schwab
charges commissions on all transactions done in client
accounts. Delano Investment Advisers does not earn
commissions on transactions
Service - all telephone calls are returned the same day, all
quarterly financial reports are mailed to clients by the tenth
day following the end of a calendar quarter. Frequent
contacts and meetings are held with clients
Civic Activities - Current:: serve as Director, St. Patrick
Hospital and Health Foundation Board Past: served as
President and Director of Missoula Sunrise Rotary Club,
served as President and Treasurer of the Missoula Art
Museum, served as President, Missoula International Wildlife
Film Festival, served as Treasurer and Director of the
Missoula Writing Collaborative
Military Service - served eight years in the United States Air
Force as an Accounting and Finance Officer. Serviced in the
U.S., Germany, France, The United Kingdom and
Korat,Thailand, during the Vietnam War. At Korat, named the
Junior Officer of the Year, on an airbase with ten thousand
men and women.
Education - Bachelor of Arts degree in economics from Tufts
University, Medford, Massachusetts and a Masters Degree in
Business Administration from Michigan State University
Investment Adviser Registration information on FORM ADV,
Part II is available at no charge
Call for free consultation 406-542-7003 or email
mdelano@delanoia.com
| MARSHALL DELANO |