V Delima Investments Inc

V. Delima Investments Inc. provides discretionary and non-discretionary investment management to high‑net‑worth individuals as well as foreign and domestic entities, and the firm also works with corporate or business clients. It offers tailored portfolio construction, ongoing account reviews, and trade‑execution oversight for separate accounts and for clients who establish custody relationships with third‑party banks.

The firm’s investment process combines fundamental, technical, and macroeconomic analysis and may employ long‑ and short‑term strategies, options, and margin trading as appropriate to client objectives. VDI emphasizes asset allocation, diversification, and relative valuation in portfolio design and does not provide custody services, relying on custodians to execute and hold client assets.

Distinctive features include a referral and compensation arrangement with Bank Santander International (BSI), assigned from a prior CA Indosuez contract, under which referred clients pay BSI directly while the firm receives fixed quarterly compensation, and a separately managed portfolio held at Morgan Stanley for which the firm receives an administrative fee plus a performance fee. The firm operates with a single investment professional and a concentrated client base managing roughly $98.5 million, a structure that, together with its corporate client relationships and mixed compensation channels, differs from many peers in the investment‑manager category.