A MESSAGE FROM DELEGATE REGARDING COVID-19

Delegate Advisors Named Among Citywire’s RIA Future 50 Firms of 2019

Delegate Advisors has been named on Citywire’s RIA Future 50 list of 2019. This inaugural list recognizes the financial professionals who Citywire believes best represent the future of RIA firms. Citywire sought out firms with their own unique story to tell, who are driven to succeed and who are in charge of their own investment decisions – all while also being more sustainable, diverse and forward-thinking.

These awards were not designed to be a list of the largest RIA firms by assets or recent profit growth. Instead, Citywire selected the RIA Future 50 firms based on a variety of factors, the most important being the firm’s growth trajectory, level of independence, percentage of fee-based income, and degree of inclusivity, diversity and sustainability.

As part of their RIA Future 50 issue, Citywire spoke with Delegate Advisors Managing Partner Andy Hart about the characteristics that are integral to the firm’s culture. According to Hart, these attributes include creativity, transparency and thoroughness. “The advice we provide should go beyond the norm,” he explains.

To read Citywire’s special report on the RIA Future 50, click here.

To qualify for Citywire’s RIA Future 50 firms of 2019, firms had to be registered by the Securities and Exchange Commission as an RIA with between $250 million and $2 billion in assets under management at the end of 2018.