Delphi Private Advisors Marks Six Months Since Launch.pdf

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Delphi Private Advisors Marks Six Months Since 
Launch 
San Diego Firm Launched as an RIA through Focus Connections 
June 02, 2010 09:40 AM Eastern Daylight Time   
SAN DIEGO--(EON: Enhanced Online News)--Delphi Private Advisors (“Delphi”), an independent, fee-based 
Registered Investment Advisor (RIA) in San Diego, California, announced today that the firm is marking the first six-
months providing high-level advisory services to clients. Led by three senior advisors formerly with Bernstein Global 
Wealth Management, the new firm provides wealthy individuals, families, and institutions with sophisticated 
investment management solutions.  
Currently, Delphi partners manage assets for clients across the U.S., with a primary focus in Southern California. The
firm is dedicated to providing clients with investment strategy and management, active tax management services, and 
a high level of customization in partnership with their clients’ other trusted advisors on sophisticated wealth transfer 
and charitable giving strategies.  
“We strongly believe that as an independent firm we have found a better way to deliver investment management 
solutions that are in the best interests of our clients. With no products to sell and no commissions, we can singularly 
focus on delivering the highly customized, tax efficient investment strategies that our clients expect and deserve,” said 
Delphi Private Advisor co-founder and partner Keith McKenzie. “We look forward to continuing to serve wealthy 
families and establishing Delphi as a leading investment advisory firm in the region.”  
As part of Delphi’s culture of service, the firm works closely with their clients’ advisors through the firm’s proprietary
professional services program. Said McKenzie, “We recognize and embrace the fact that clients are best served 
when all of their advisors are working together. We are committed to continuing our relationships with our valued 
professional partners in the community to provide smart solutions to our clients’ complex tax, legal and investment 
issues.”  
“I have worked with Keith on shared clients and appreciate his thoughtful approach and attention to detail on behalf 
of clients,” said Thor J. Eakes, CPA, Murrill Eakes & Company, a San Diego-based CPA firm and Delphi 
professional services partner. “Working to achieve the highest after tax returns for a given level of risk is critical to 
the financial success of our clients.”  
The firm was launched with the support of Focus Connections - a consulting service that provides operational and 
logistical support for elite broker teams that decide to establish independent, fee-based registered investment advisor
firms (RIAs.) Under the program, Delphi worked with an interim COO who provided guidance on a range of start-
up issues, including everything from the mechanics of setting up a small business to best practices for running an RIA.
Thus far, Focus Financial has launched 2 RIAs through the Connections program.  
“We are delighted to support the talented Delphi Private Advisors team,” said Rudy Adolf, Founder and CEO of 
Focus Financial Partners. “We quickly recognized that this team has a deep expertise that they will use to deliver a 
sophisticated investment management model. Even more importantly, they demonstrate a core value that has led 
each of our existing firms to great success – an unwavering commitment to delivering the very best solutions to their 
clients.”  
Prior to founding Delphi Private Advisors in 2009, the firm’s three partners were Vice Presidents at Bernstein Global
Wealth Management, advising wealthy individuals and families on a wide range of investment and planning matters. 
By partnering together, clients will benefit from their complementary expertise, including:  
l Marc Channick, Partner – With a JD from Harvard Law School and 10 years of legal experience in both the 
private and public sectors, Marc’s experience allows him to advise clients on how to achieve their short-term 
goals while planning for multi-generational wealth transfers.  
l Keith McKenzie, Partner – Keith holds degrees in both physics and engineering and brings a diligent analytical
planning approach to help clients protect and grow their wealth. His management experience at both start-ups 
and Fortune 500 companies gives him a knowledge of organizational structures and operations and a vision 
for the future of Delphi Private Advisors.  
l Darren Reinig, Partner – With an MBA in finance from Columbia Business School and strategy and 
operations experience at start-up companies, Darren uses his deep understanding of the needs of 
entrepreneurial small business owners to help them plan for their futures.  
The Partners are deeply committed to the local community, serving on multiple Boards and committees, including the
La Jolla Music Society, United Through Reading, Promises2Kids, Rotary Club 33, San Diego Yacht Club, San 
Diego Bowl Game Association, Seacrest Village Retirement Community, Jewish Community Foundation, and Jewish
Family Services.  
Delphi Private Advisors is located at 4747 Executive Drive, Suite 1020, San Diego, California 92121  
About Delphi Private Advisors 
Based in San Diego, California, Delphi Private Advisors is an independent Registered Investment Advisor offering 
investment management services to wealthy individuals and families across the country. Led by a team of 
experienced financial advisors, the firm specializes in investment strategy and management, active tax management, 
and working in partnership with clients’ other trusted advisors on wealth transfer and charitable giving strategies. 
More information about the firm can be found at www.delphiprivate.com.  
About Focus Financial Partners 
Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management 
firms. With over $35 billion in assets and over 600 employees, Focus Partners provide wealth management, benefit 
and investment consulting services to individuals, families, employers and institutions. Clients benefit from Focus’ 
Partners independence, unrivaled access and continuity. Focus principals maintain their entrepreneurial 
independence, benefit from the synergies, scale, economics and best practices of the market leader, and achieve an 
eventual, smooth ownership transition. For more information, please visit www.focusfinancialpartners.com.  
Contacts  
Focus Financial Partners, LLC 
Jennifer Geoghegan, +1 646-576-6586 
jgeoghegan@ffpar.com 
or 
Cognito 
Loretta Mock / Paul Damon, +1 646-395-6300 
Focusfinancial@cognitomedia.com 
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