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47 years-old
A successful corporate executive

Key Concerns:

Hiring professionals that are 100% on her side
A financial team she can trust

As the CEO of a well-established consumer products company, Jennifer is a smart, successful corporate executive who has built a profitable business by surrounding herself with top talent and never settling for second best. She relies on her team and expects straight talk. Part of the reason she’s gotten as far as she has is that she has surrounded herself with the best talent and has held that talent accountable to perform. With the right experts in her corner, she’s managed to achieve her goals while always keeping an eye out for both threats and opportunities.

Why should Jennifer settle for less when it comes to her personal wealth? She expects more from her financial advisory team than simply the management of her liquid wealth. She wants a trusted team that can help to optimize it. At Delphi, we help corporate executives like Jennifer navigate a unique set of challenges, and leverage risk for optimal reward. With firsthand expertise as business owners and executives ourselves, we’ve developed a powerful approach for balancing the complex components that make up the total wealth of clients like Jennifer.

For Jennifer, working with a high-caliber, independent, boutique firm like Delphi has been refreshing. It’s night and day compared to the continuous sales pitches and product-focused conversations she’d had with larger firms in the past. Jennifer has found that Delphi’s thoughtful engineering emphasizes a comprehensive, tax-efficient solution with a focus on risk-adjusted returns. She’s seen that, in contrast to the myopic and exclusionary focus often found in larger retail investment firms, we take a big-picture approach focused on meeting her needs. Most of all, Jennifer has realized that, with Delphi, you get a team that you can trust is in your corner, looking out for your best interest, every step of the way.


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.