by delgate subadmin | Aug 31, 2021 | Uncategorized
At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team members. We feel these interests are just as compelling and important to share as they compose the fabric of Delegate’s unique culture. Every so often, we...
by delgate subadmin | Aug 2, 2021 | News/Media
If you are a high-net-worth individual, you may have heard of the importance of having an investment policy statement. But what exactly is an investment policy statement? And what steps should clients and advisors take to create one? U.S. News & World Report spoke...
by delgate subadmin | Aug 2, 2021 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s RIA Ranking for 2021, an annual list that honors and ranks independent advisory firms across the country. To be eligible for this ranking, firms must be independent...
Recent Comments