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31: A Deep Dive into Delisle’s Investment Philosophy

31: A Deep Dive into Delisle’s Investment Philosophy

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 In this episode of Beyond the Bank, Sandra Henderson and Andrew Auerbach sit down to discuss the core of Delisle Advisory Group’s approach to wealth management: their investment philosophy. Drawing from decades of experience, they explore the guiding principles that shape their portfolio construction process, the importance of tailoring solutions to each family’s unique goals, and the vital role of purpose-driven planning.

Sandra and Andrew emphasize the value of understanding client priorities, fostering transparent communication, and maintaining a dynamic planning process. From navigating market uncertainties to integrating family values into wealth strategies, this conversation highlights how Delisle’s philosophy ensures consistent, thoughtful performance. Whether you're a seasoned investor or exploring wealth management, this episode offers invaluable insights into creating financial plans that align with what truly matters.

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