At the intersection of life and wealth.
Delegate is an award-winning, independent wealth advisory firm.
What does it mean to be a Delegate?
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.
Wealth Management
Estate & Philanthropy
Private Investments
Risk Management
Cash Management
Situation Analysis
Investment Strategy & Oversight
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
An Important Note on SVB, the Fed and US-Based Bank Depositors
While we strongly advocate for a “better safe” practice in managing bank deposit accounts, it is also important to understand that the coordinated intervention on Sunday night is designed to allay the concerns of all depositors well beyond Silicon Valley Bank and...
Delegate Advisors Shortlisted for Family Wealth Report Awards for Sixth Consecutive Year
We are pleased to announce that Delegate Advisors has been shortlisted for the 2023 Family Wealth Report Awards in two categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA) and Philanthropy Advice. This marks the sixth...
The Best Part About 2022 Is That It Is Over
Last year was a tumultuous year in capital markets, with historical reference points that reached back decades, even a century. Inflation accelerated to levels not seen since the stagflation of the 1970s, and the Federal Reserve’s tightening program was the most...
2023 Financial To-Dos
With the new year comes New Year’s resolutions. While many resolutions focus on health, fitness and well-being, rising interest rates and inflation reaching a 40-year high have led many to add financial guidance to their list of goals in the new year. To help you get...