Dalton Equities offers bespoke investment portfolio solutions for our clients based on their risk tolerance and financial goals.

We provide share market advice to individuals, families, high-net-worth investors, charitable foundations and business owners regarding their share market investment portfolios. We also advise extensively on self-managed super fund (SMSFs) investments and can assist in setting up SMSFs.

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Dalton Equities utilises research from various brokers and research firms across the market instead of depending solely on a single brokerage house. Our team of highly regarded and qualified investment advisors have experienced all share market cycles.

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Dalton Equities is independently owned, not affiliated with any dealer groups or investment banks, ensuring that all advice is impartial.

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Our extensive network provides access to new floats and initial public offerings (IPOs) from multiple brokers as well as our own transactions.

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Clients' share portfolios are securely held in their nominated entities on CHESS with stockbrokers CMC Markets or Desktop Broker (part of the listed Bell Financial Group).

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Dalton Equities specialises in advising on ASX listed and global shares, fixed income, exchange traded funds (ETFs) and listed investment companies (LICs)

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We have a partnership with a leading technology platform manager to track buy and sell transactions, capital gains and income across investors portfolios.