Cary Magazine September 2019

Page 72

Tell us your investment philosophy/mission?

Financial independence is freedom, and it’s a key goal for every one of my technology and life science executive clients in the Research Triangle. With increasing seniority comes greater rewards, but also more financial complexity, and often less time in which to deal with it. My clients come to me after the realization that they can no longer navigate life without an integrated, ever-evolving, financial plan. As part of that plan I help clients maximize their executive compensation, optimize their saving and investing, manage risk and understand the retirement lifestyle they’re on track to achieve. What makes you different from other advisors?

I serve only life sciences and technology industry executives right here in the Research Triangle. Also, I’m an advisor with more than 15 years of real-world investing experience for employers like Morgan Stanley and clients like the U.S. Department of the Treasury and the state of North Carolina retirement system. As a Capital Endurance Group advisor, my client list is capped at 50 clients, so that each one is served by me, not a junior associate. Finally, we receive fees only from our clients and nobody else, which eliminates any conflict of interest. Surprisingly, that differentiates us from many other firms. What certifications do you hold?

MBA (Columbia Business School), Chartered Financial Analyst®, Chartered Accountant (CAANZ)

Paul Delaney, CFA Capital Endurance Group 5000 Centregreen Way, Fifth Floor, Cary, N.C. (919) 228-6316

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