Click here to download the PDF. Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it to be considered an offer to sell, or a solicitation to buy any investment referred to in this document. Although we...
We are pleased to announce that Delegate Advisors Chief Executive Officer Andy Hart has been named on the list of Forbes Best-In-State Wealth Advisors of 2021 (California). According to Forbes, this list recognizes “the very best advisors who are laser-focused on having a positive impact on...
Click here for important information about this video. As we head further into the new year, it is essential for families to understand the current state of the markets and the outlook for the year ahead. Delegate Advisors Chief Executive Officer Andy Hart and Director of...
We are pleased to announce that Delegate Advisors has been shortlisted for the 2021 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). The annual Family Wealth Report Awards “reward achievement and showcase top-class performance, innovation...
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, and blend to compose the fabric of Delegate’s unique culture. Join us...
As we approach the holiday season, comfort and joy come to mind. To spread some warmth and cheer, the team at Delegate has pulled together a montage of our favorite holiday recipes - old traditions and new additions to add to your family holiday fun. We...
Click here for important information about this video. At Delegate Advisors, sharing interesting information to enhance the financial lives of our clients, friends and industry colleagues is a priority. Because our approach to managing wealth is holistic, we are turning to several industry experts we are...
Next Tuesday, United States citizens will go to the polls to decide who will be the next President of the United States. At Delegate, our job is not to “pick a side” or take a political view, but to advise our clients based on economic...
Summary of Market Index Returns as of 9/30/2020 Delegate Advisors Asset Class Perspectives: Third Quarter 2020 Click here to download the PDF. Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it to be considered an offer to sell,...
Some alternative investments have the potential to produce higher returns than traditional assets, but they can also be much less liquid than traditional publicly traded stocks and bonds. One alternative asset that many investors are now considering adding to their portfolios is real estate. To...