Delphi Value Investments, LLC

Overview

Delphi Value Investments, LLC is a small, equity-focused registered adviser that provides portfolio management for individual and small business clients. The firm charges fees as a percentage of assets under management and runs fully discretionary relationships, concentrating client capital in exchange-traded equities. Its operating profile and custody choice point to a hands-on trading approach that uses liquid, publicly traded stocks and ETFs as the backbone of client portfolios. The practice targets individual and family clients rather than institutional mandates. Investment posture emphasizes public market equities, with supplemental use of mutual funds and annuities when appropriate for client goals or product needs. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

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Location & Offices