by csiska757 | Jul 25, 2017 | Commentaries, Heard From Clients
WHY “WHY QUESTIONS” MATTER MOST As an advisor to families of great wealth, we encourage clients to consult with attorneys and other experts in estate and tax planning. Understandably, during these meetings no one likes to discuss his or her own death....
by csiska757 | Jul 18, 2017 | Awards, News/Media
Delegate Advisors has been ranked number 123 on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2017, which is based on assets under management (AUM). The list ranks more than 600 independent RIA firms across the country. This is the...
by csiska757 | Jun 30, 2017 | Awards, News/Media
Delegate Advisors announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors, as of June 22, 2017. This is the second year Delegate has been included on this list, which recognizes independent RIA firms from...
by csiska757 | Jun 30, 2017 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been named to the San Francisco Business Times list of 25 Bay Area wealth management firms ranked by local assets under management. “San Francisco is home to many sophisticated investors who have their choice of...
by csiska757 | Mar 28, 2017 | News/Media
The secondaries market, the market to buy and sell limited partner stakes in private equity funds, has experienced significant growth since the 2008 financial crisis, reaching the $42-billion-mark in 2011 and leveling off at $37 billion last year, according to...
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