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 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
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...
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 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...