San Diego - Investment Mgmt

Specialties: Financial Advisor / Wealth Management

Keith McKenzie
Partner - Delphi Private Advisors

I work with affluent private families, foundations, and their advisors. My role is to manage the investment portfolios; however, I am often part of the advisory team prior to a major transaction, such as the sale of a business, or the during the creation of a multi-generational wealth transfer plan. Because of our tax strategies surrounding investment management, I work closely with accountants to incorporate any outside tax information that can be helpful in our tax trading strategies.