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36 years-old
Tech Exec

Key Concerns:

managing stock options
vetting start up ventures

At 36, Brad’s smarter than most people his own age. Having ridden the wave of the social media boom, he made his first million before the age of 30. While Brad’s amassed over $5MM in liquid assets and stock options with his company, managing his personal wealth isn’t his highest priority. He loves the excitement of startup companies and is passionate about finding his next new business venture.

Successful entrepreneurs tend to be distrustful of Wall Street, and often think their only other option is to manage their money themselves. Delphi works with entrepreneurs like Brad to help them protect their hard-earned success, providing them with an investment plan as well as a team to execute it. Our reporting system helps them feel in control of their overall situation while not responsible for the day-to-day management of their liquid assets.

We also provide entrepreneurs with a framework so they can evaluate their capacity to invest time and/or capital in new ventures. This framework can help them ensure they don’t commit so much that they unintentionally put their financial future at risk. By working with Delphi, people like Brad can focus on what they do best – building their next great company.


Please Note: The above Case Study is hypothetical and does not involve an actual Delphi client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Delphi is engaged, or continues to be engaged, to provide investment advisory services.