A successful corporate executive
Hiring professionals that are 100%
on her side
A financial team she can trust
Why should Jennifer settle for less when it comes to her personal wealth? She expects more from her financial advisory team than simply retail investment advice or access to “special investment products.” She wants a trusted team that can help optimize her wealth and financial future. At LourdMurray Delphi, we help busy executives like Jennifer navigate a distinct set of challenges and leverage risk for optimal reward. With firsthand experience 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 sophisticated, holistic, boutique practice like LourdMurray Delphi has been refreshing. It’s night and day compared to the continuous sales pitches and product-focused conversations she’d had with larger publicly-traded firms in the past. Jennifer has found that LourdMurray 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 LourdMurray Delphi, you get a team that you can trust is in your corner, looking out for your best interest, every step of the way.