At the intersection of life and wealth.
Delegate is an award-winning, independent wealth advisory firm.
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Managing wealth and creating effective plans for the future is a complicated process. We’re there for you to make sure decisions and transactions related to your wealth are in the best interest of you and your family.
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Delegate’s Mid-Year Investment Outlook.
Our newest commentary provides thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their portfolios.
About Us
The Delegate Difference.
What does it mean to be a Delegate? We meet you at the intersection of life and wealth, streamlining your financial life and your investments to help you realize your long-term financial objectives.
Insights
Delegate’s Mid-Year Investment Outlook
The potential for the US economy to enter a recession increased substantially in the first half of 2022. In this article, we provide some thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their...
Andy Hart Offers Tips for Buying a House Sight Unseen to CNBC
Since the onslaught of the pandemic, there has been a real estate boom throughout most of the country. Even now as mortgage rates, home prices and recession fears rise, homes continue to sell faster than ever before – causing many would-be buyers to feel a sense of...
With Intelligence: Delegate Advisors Raises Its Real Estate Allocations
As the risk of rising inflation continues to grow, Delegate Advisors has been increasing its real estate allocations and shifting away from traditional fixed-income investments. With Intelligence highlighted this change in allocation in a recent article. Delegate CEO...
60/40 Is No Longer an Option: A Delegate Take on Updated Portfolios
Click here for important information about this video. Here at Delegate Advisors, it is very important to us to be able to help our clients determine which investment solutions will help them meet their financial goals. This is one of the reasons...