Delegate Advisors is an independent wealth advisory firm that works with families to simplify their financial lives. Life with wealth can be complicated but we are here as wealth strategists and investment professionals to guide families every step of the way.
DELEGATE WELCOMES BEN THOMPSON
We are excited to announce Ben Thompson as the new President and Chief Investment Officer of Delegate. Ben’s role at Delegate will focus on strengthening existing processes and systems and innovating new best practices to enhance Delegate’s client experience, while playing a leadership role for the firm’s investment offering.
COVID-19 UPDATES
We understand that times of market volatility can create stress and uncertainty. That’s why we are committed to being a resource during the COVID-19 pandemic by consistently providing information on this evolving situation, its effects and what we may expect moving forward.
HOW CAN I ACHIEVE BETTER HEALTH & WELLNESS?
Our work is so much broader than the balance sheet, and we inevitably find ourselves discussing health and wellness tips with families and industry colleagues. We’ve started to compile these and thought we’d share.
Recommended Reading: Three Big Things Shaping the World
We frequently discover interesting and relevant content from the financial media. One recent article we think our clients might find particularly thought-provoking is Three Big Things: The Most Important Forces Shaping the World by The Collaborative Fund.
DELEGATE ADVISORS
at a glance
What does it mean to be a Delegate? Simply put, we streamline your financial life. By working directly with you, or with your external financial providers, we focus on delivering independent wealth advice. We are different for several tangible reasons – find out more by viewing this overview.
Heard From Clients
Your questions, our thoughts.
Read the latest client questions we’ve answered here.
Read the latest client questions we’ve answered here.
