SECOND QUARTER 2014

We’ve had an eventful second quarter and we wanted to update you on some of the key developments. As most of you already know, in April we launched our Flexible Credit Fund, LP. This fund allows our clients to access unique opportunities in the private debt market that they wouldn’t be able to access in a prudent and efficient manner on their own. We continue to believe this is an exciting space with a favorable risk-reward profile relative to traditional fixed income that will benefit our clients’ portfolios for the next 3-5 years.

We are also proud to announce the launch of a full Delegate Advisors website. Our clients will still have an easy and secure link to login to see their portfolios, but the new website also has background information on our firm, services, and team. In the coming weeks we will also launch the website’s media page which will include educational materials we find interesting, both from us and from outside sources. In addition to the website, you will also notice some changes to the look and feel of our materials. We would welcome any feedback you have regarding either the new website or materials as we’re always looking to improve the way we communicate with our clients and the rest of the world. Thank you for your ongoing support and for allowing us to serve as your trusted advisor.

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