Delaware Avenue Advisors Inc.

The firm provides ongoing discretionary portfolio management, financial planning (fixed-fee and hourly) and ERISA consulting to individuals — including high-net-worth clients — and retirement plans. It documents client goals and risk tolerances through an Investment Policy Statement and does not participate in wrap-fee programs.

Investment decisions are informed by macroeconomic, fundamental, technical and cyclical analysis and the firm may employ a range of strategies (long-term and short-term trading, short sales, margin transactions and options writing) with generally low-to-medium turnover. The adviser operates with discretionary trading authority, conducts weekly account reviews, and delivers custodian statements monthly with performance reporting on a quarterly basis.

The brochure discloses an ERISA consulting relationship with a third-party provider and asserts compliance with the CFA Institute Asset Manager Code, and it notes limited custody through direct fee deduction — features that distinguish its service mix. The advisory assets shown in the brochure are approximately $25.5 million discretionary and $1.5 million non‑discretionary, the firm has a $250,000 account minimum that may be waived, and the supplemental ADV Part 2B is referenced for other business activities (the place where the firm discloses additional roles such as insurance-related activities, a service less common among peers).