DELEGATE ADVISORS SHORTLISTED FOR NUMEROUS INDUSTRY AWARDS

Emerging Wealth Management Leader Receives Industry-Wide Attention

January 27, 2015 – SAN FRANCISCO, Calif. – Delegate Advisors, LLC, an emerging family office leader, celebrates its third anniversary and announces that for the first time since the firm’s inception it has been shortlisted for several prestigious industry awards. Among them, Private Asset Management magazine “PAM Awards”, Family Wealth Report’s Wealth Management Awards and the Family Office Review Awards.

Delegate’s growth in assets under advisement of 41% since inception (as of January 2014) underscores the firm’s innovative client service model - including the use of comprehensive planning models, and the deep, personal relationships the firm’s advisors form with clients – and has led to the firm’s growing industry-wide recognition. 

“Our focus is on our clients,” says managing partner Andy Hart. “Since we don’t care about gathering assets or selling financial products, we are free to grow in a thoughtful and methodical way with the right families, never losing sight of our mission. That focus keeps us on the right path.”

The awards for which the firm has been shortlisted include:

  • PAM Awards, Best Multi-Family Office, Client Service - Under $2.5B
  • PAM Awards, Best New-comer, Private Wealth Manager
  • Family Wealth Report Awards, Multi-Family Office, New Entrant
  • Family Office Review Awards, Family Office Team of the Year

Firms who have been shortlisted for these awards demonstrate financial progress; growth in client numbers, internal hires and geographic expansion; client satisfaction; and product innovation.

ABOUT THE PUBLICATIONS AND THE RANKINGS:

Private Asset Management exclusively covers the wealth management and family office industry. PAM brings readers actionable information regarding best business practices, investment management and trust services. It incorporates breaking industry news, in-depth trend articles and profiles on top multi and single-family offices and wealth management firms. Family Wealth Report publication provides "need to know" business intelligence, and in-depth and often exclusive content. Family Wealth Report content comes from a dedicated editorial team and leading industry professionals, helping subscribers stay on top of all the important developments in wealth management, family offices, and HNW/UHNW sectors in North America.

Family Office Review was purposely founded as a magazine-style publication, with enough space to dig into the histories and current adventures of the people and companies we write about. Over the past four years, they’ve built a global reputation for excellence in original coverage of the family office industry.

IMPORTANT DISCLOSURES:

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Delegate Advisors, LLC (“Delegate”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Delegate by any of its clients. The rankings noted below, generally base their selections exclusively on information prepared and/or submitted by Delegate. The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, which have been judged by PAM to have proved themselves over the course of 2014.

The judging process, using an independent panel made up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.

Successful candidates must demonstrate:

  • Financial progress;
  • Growth in client numbers, internal hires and geographic expansion;
  • Client satisfaction; and 
  • Product innovation.

The multi-family office, new entrant Family Wealth Report Award (“FWR”) is awarded based on innovation and excellence achieved in 2014 as judged by FWR.

The Family Office Review Awards offer recognition for the individuals and firms that are the driving forces behind the growth in family offices and family wealth, with innovation, leadership and entrepreneurial creativity being key award themes.

About Delegate Advisors: With offices in Chapel Hill, NC and San Francisco, CA Delegate Advisors is a fee-only, independent advisor, with $1.3 billion assets under advisement. The firm distinguishes itself from other advisors by focusing on the unique challenges and opportunities that first generation wealth creators often face. This focus enables the firm to better identify and personally connect with their clients and find solutions that go well beyond the balance sheet. Viewing wealth management from an innovative and fresh perspective, the firm identifies well with families who share a similar proclivity for creative thinking and decisive action to solve problems and pursue opportunities. For more information, please call (919)932-8400 or visit delegateadvisors.com.