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WHAT DOES IT MEAN TO BE A DELEGATE?

Welcome to Delegate Advisors, an independent wealth advisory firm. Many things set Delegate apart, but the relationships we form with our clients make the biggest difference. Managing wealth is complicated, but we are here as your strategist, your investor, your trusted partner – every step of the way to simplify and clarify your financial life. 

This is what it means to be a delegate. Find out why we’re different.

Meet Our Chief Investment Officer Robert Borden

Delegate Advisors’ Chief Investment Officer Robert Borden tells us why he so much enjoys working with clients. Prior to joining Delegate Advisors, Robert Borden was the Chief Investment Officer responsible for the South Carolina Retirement Systems, several of which were defined contribution plans.  

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Delegate advisors listed on ft top 300

Delegate Advisors was named Best Multi-Family Office – Client Service -- Under $2B by Private Asset Management magazine as part of the 2016 PAM Awards.

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Delegate Advisors First Quarter Commentary

Our first quarter commentary focuses on market activity over the first three months of 2017, which was largely reactive to geopolitical forces.

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Delegate Advisors at a Glance

What does it mean to be a Delegate? Simply put, we streamline your financial life. By working directly with you, or with your external financial providers, we focus on delivering independent wealth advice. We are different for several tangible reasons – find out more by viewing this overview.


Sound Interesting? Give us a call to find out more. 919.932.8400


NEWS & INSIGHT