How to invest

Mutual Funds

Delaware Investments mutual funds are available by prospectus only through almost any brokerage account. To invest in a Delaware Investments mutual fund, please contact your financial advisor.

Managed Accounts

Delaware Investments' managed account portfolios are accessible through numerous broker/dealer sponsored programs. These programs are structured around an asset allocation process aimed at finding an investor's optimal portfolio. The optimal portfolio is determined by analyzing the goals, risk tolerance and special needs of the investor, and then constructed using various professional asset managers available in the program.

Delaware participates in many broker/dealers' managed account programs including:

  • Brinker Capital
  • Deutsche Banc Alex. Brown
  • Lockwood Financial
  • Merrill Lynch
  • Morgan Stanley
  • Oppenheimer & Co.
  • Smith Barney
  • UBS Financial Services Inc.
  • Wachovia Securities
  • Wells Fargo

Delaware's menu of managed account strategies include: International Equity ADR, Focus Non-U.S., Large Cap Core Equity, Large Cap Value Equity, Large Cap Growth Equity, Smid Cap Growth, and Small Cap Value Equity. Contact your financial advisor to learn how you can invest in a Delaware Managed Account.

Individual Retirement Accounts (IRAs)

You can open a Delaware Investments IRA directly or through your financial advisor. To establish a Delaware Investments Roth or Traditional IRA directly, you'll need to complete an IRA/Roth Application. You can get an application by calling our service center at 800 523-1918 or by downloading it below:

Retirement Solutions

Delaware Investments Retirement Solutions are available for organizations of all sizes and types. To establish a retirement plan for your organization, please contact your financial advisor.

As with any investment, we recommend that you talk to your financial advisor before sending any money or investing in any of the products listed above.

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