Our services are driven by thoughtful excellence
Providing institutional-caliber wealth management services, Delphi works to create thoughtfully designed and managed portfolios. Delphi also emphasizes tax efficiency and risk-adjusted returns, in an effort to help you preserve the wealth you’ve worked so hard to build. Read on to learn more about our integrated, transparent and collaborative process.
Our assessment process is based on two premises: listening and understanding. Sitting down with you and your family, our team works to understand your unique wealth management needs: What are your plans and goals? What are the risks and opportunities most relevant to you? How is your current portfolio performing?
Taking a comprehensive inventory of your financial landscape, we strive to identify what is and isn’t working. And rather than selling you products, we listen, learning whether or not we can be helpful. If we’re not the best fit, we say so. And if we agree to work together, we promise to continue listening, even after the initial assessment process.
After understanding where you are now and where you’d like to go, we map your family’s goals to a customized investment strategy. Our planning process helps you understand the risks and trade-offs of different approaches so, working together, we can make the best decisions for you and your family.
We put our extensive knowledge of capital markets, asset allocation, financial modeling and investing to work for you, building a personalized strategy that helps you accomplish your family’s short and long-term goals. And even as we move on to management and coordination, we’re constantly re-assessing and refining, working to secure your family’s future.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Delphi does not serve as an attorney, accountant, or insurance agent. Delphi does not prepare legal documents or tax returns, nor does it sell insurance products.
Once we’ve created your investment strategy, we begin the meticulous work of constructing and managing your personalized portfolio. Our focus on tax efficiency combined with our disciplined methodology allows us to give you a tax-aware investment solution that also controls risk through systematic and thoughtful rebalancing.
You’ll have 24-7 access to your accounts through our sophisticated online reporting system. Unlike typical investment reports, ours are clear and concise, telling a complete story in a short, easy to digest format. Moreover, our reports tell you the honest truth about what’s happening with your investments. Identifying issues as they arise, we communicate with you and your other advisors to constantly optimize your investment strategy.
Understanding that we’re part of a larger tax, legal and estate-planning framework, we work collaboratively with the rest of your advisory team. Whether you need us to take a central role in coordination, or work under another advisor’s lead, we’ll help ensure everyone has the information needed to manage your wealth.
Decisions made about your portfolio don’t happen in a vacuum, and lack of coordination can create a big impact on your lifestyle, charitable goals and family legacy. We’re committed to being excellent members of your advisory team, remaining available, when requested, to coordinate with your banking, legal, insurance and tax advisors.