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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 announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors.

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Delegate Advisors Third Quarter Commentary

Our third quarter commentary addresses two issues that will likely affect financial markets in the U.S. and abroad: the prospect of tax reform and the beginning of the end of the European Central Bank’s quantitative easing program. We will also touch on recent natural disasters and their impact on domestic GDP. 

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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