As part of our commitment to making wealth management more accessible, we’re often asked to share key insights with local and national news and media. The articles below provide helpful tips, resources and information about financial and economic trends. If you’d like to speak with one of our partners regarding a story, please don’t hesitate to contact us.
Online and Print Publications
- “Clear Questions with Clear Answers,” Keith McKenzie, Air2Air Magazine, 12/2012
- “Its’ (Really) All in Your Head,” Keith McKenzie, Air2Air Magazine, 11/2012
- “Could engineers be the answer to the RIA talent shortage?,” Keith McKenzie quote, RIABiz, 10/2012
- Professional Profile – Keith McKenzie, San Diego Business Journal, 12/2010
- “You’re Wired to Destroy Your Wealth,” Keith McKenzie, Air2Air Magazine, 10/2010
- “RIAs take short, BlackBerry-intensive vacations in the summer of 2010,” Keith McKenzie quote, RIABiz, 8/2010
- “What happened in June shows that RIA fortunes stayed on the rise,” Keith McKenzie quote, RIABiz, 7/2010
- “Retirement Options to Hang Your Future On”, Keith McKenzie, Air2Air Magazine, 6/2010
- Feature article on Delphi Private Advisors, RIABiz, 6/2010
- “San Diego Firm Says Transparency is Key to Success,” Private Wealth Focus, 6/2010
- “Putting Investors First,” Delphi profile, San Diego Business Journal, 3/2010
Television
- “Phil Mickleson upset about tax burden” – Keith McKenzie, Fox5 News, 1/2013
- Fiscal Cliff – Keith McKenzie, Fox5 News, 11/2012
- Facebook’s IPO – Keith McKenzie, KUSI News, 5/2012
- “Keys to Building Wealth in a Down Economy,” Darren Reinig, NBC San Diego, 3/2010
Awards
- Bronze Medal (3rd Place) – Best Financial Planner, La Jolla Today Readers’ Choice Awards, Delphi Private Advisors, 2016
- Bronze Medal (3rd Place) – Best Financial Planner, La Jolla Today Readers’ Choice Awards, Delphi Private Advisors, 2015
- Silver Medal (2nd Place) – Best Financial Planner, La Jolla Today Readers’ Choice Awards, Delphi Private Advisors, 2014
- Silver Medal (2nd Place) – Best Financial Planner, La Jolla Today Readers’ Choice Awards, Delphi Private Advisors, 2013
- Bronze Medal (3rd Place) – Best Financial Planner, La Jolla Today Readers’ Choice Awards, Delphi Private Advisors, 2012
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2013
- #24 of “Top 50 Fastest Growing Firms,” FA Magazine, 2013
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2012
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2011
- FA Magazine, “Top 50 Fastest Growing Firms” July 2017 – Ranked #23
- FA Magazine, “Top 50 Fastest Growing Firms” July 2016 – Ranked #25
- FA Magazine, “Top 50 Fastest Growing Firms” July 2014 – Ranked #46
- FA Magazine, “Top 50 Fastest Growing Firms” July 2013 – Ranked #24
- FA Magazine, “Top 50 Fastest Growing Firms” July 2011 – Ranked #2
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie 2017
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Darren Reinig 2017
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2014
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2011
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2010
- Five Star Wealth Manager List – San Diego Magazine, Delphi Partner Keith McKenzie, 2009
Please Note Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if LourdMurray Delphi is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of LourdMurray Delphi by any of its clients.
Five Star Wealth Managers Award
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com