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.

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Wealth Management

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Estate & Philanthropy

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Private Investments

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Risk Management

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Cash Management

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Situation Analysis

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Investment Strategy & Oversight

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.

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

60/40 Is No Longer an Option: A Delegate Take on Updated Portfolios

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...

Morgan Tarr Explains Where to Invest $100,000 Right Now to Bloomberg

Morgan Tarr Explains Where to Invest $100,000 Right Now to Bloomberg

As interest rates, inflation, equity valuations and volatility continue to rise, public equities and fixed income have become relatively unattractive. This leaves many investors wondering where to find returns in 2022. Bloomberg recently spoke with Delegate Advisors...

Citywire Announces the Addition of Ben Thompson to the Delegate Team

Citywire Announces the Addition of Ben Thompson to the Delegate Team

Citywire recently announced that Ben Thompson has formally joined Delegate Advisors as the firm’s president and chief investment officer. “Ben will enhance Delegate’s culture and increase capacity to create and execute entirely customized investment strategies from...