Excalibur is a multi-generational Registered Investment Advisor that has been providing investment and wealth counsel continuously since 1979. As a privately-owned firm, we have been able to achieve long-term continuity, stability, and objectivity for our clients.
We have built trusted relationships with many clients that have lasted for decades, and we are currently working with multiple families into their 3rd generations. Our national client base includes wealthy families, endowments, and foundations.
OUR LEGACY & PHILOSOPHY
Our late co-founder, Michael A. Delduchetto, established Excalibur in 1979 based on character, spirit, integrity and a driving passion for acting in our client’s best interests. We are honored to carry-on the client-focused integrity, risk discipline “Big Mike” instilled in everyone at Excalibur to best serve every client.
The experienced professionals at Excalibur work closely as an integrated team to create customized, risk-appropriate investment strategies to preserve and grow the wealth of each of our clients.