DELEGATE ADVISORS NAMED BEST MFO UNDER $2B BY PRIVATE ASSET MANAGEMENT

We are honored and proud to announce that Delegate Advisors was named Best Multi-Family Office – Client Service -- Under $2B by Private Asset Management magazine as part of the 2016 PAM Awards. This award comes as we celebrate our fourth anniversary having grown to serve 21 clients with $1.6B AUA. As always our focus is 100% on serving our clients, but we are thrilled to be recognized by the media. 

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 2015. To be considered for this award, candidate firms must demonstrate why they believe they are best-in-class compared to their peers. The award is granted by a panel of judges carefully selected for their wealth of experience and expertise. The judges use 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

In addition to winning the prestigious PAM award, Delegate was also nominated and included on the shortlist for two awards from Family Wealth Report:

  • Best Multi-Family Office with Assets Under Management Up To and Including $3 Billion
  • Client Initiative for a Multi-Family Office

The Family Wealth Report Awards (“FWR”) are judged based on innovation and excellence achieved in 2015 as judged by FWR.

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