Disclaimers
Delphi Private Advisors, LLC ("DPA") is a SEC-registered investment advisor located in San Diego, California. DPA renders individualized services only in those states where it has complied with the applicable registration requirements, or where it qualifies for an applicable state exemption or exclusion. The presence of this website on the Internet shall in no direct or indirect way suggest that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing. In addition, this website should not be construed as a solicitation of investment advisory clients in any state other than the states in which we maintain a notice filing. For details on our ability to work with you in your particular state, please contact us directly to discuss your particular situation and geographic location.
This website provides general information about DPA and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. DPA provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of each client's specific situation.
Certain portions of this website may contain a discussion of, and/or provide access to, DPA's positions and/or recommendations as of a specific prior date (and those of other investment and non-investment professionals). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from DPA, or from any other investment professional. DPA does not provide legal, tax or accounting advice, and no portion of the website content should be interpreted as such.
The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative; however, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable.
Some pages within the DPA website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
A copy of DPA's current written disclosure statement (Form ADV, Part II) discussing our business operations, services, and fees is available upon written request. Such request should be sent to 4747 Executive Drive, Suite 1020, San Diego, CA 92121 Attn: Compliance.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.