Delegate’s purpose is not only to improve the lives of our clients but also improve the world in which we live. This focus is found throughout our company culture, and to formalize this commitment, we launched Mission Delegate in the fall of 2020. Mission Delegate...
If you’ve ever been in the military, you know how much they love acronyms. Don’t get me started on the strange names they’ve given to equipment. There are almost 100 acronyms for aviation units! (Look it up in Wikipedia!) What’s a “Blooper?” No, it’s not...
One of the things that makes Delegate such a special place to work is how much the employees care about each other. We are not just co-workers who see each other inside the office (or virtual office – thanks COVID). We are involved with each...
Click here to download the PDF. It’s that time of year again! With the holidays rapidly approaching, we thought it would be the perfect time to share some celebratory gift ideas for you to keep in mind for friends, family and even yourself. This year’s list...
In an age where security breaches and cyberattacks dominate the headlines, personal security is a concern for everyone. The good news is that if you take a few precautions, you can greatly reduce the chances that you will be a target for fraud. In our...
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,...
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 with...
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 registered investment advisors, file...
Between March and April of 2021, core inflation rose at the highest intramonth rate seen since the early 1980s. The question on everyone’s minds, of course, is what comes next. Will inflation tear through the economy and exert pressure on businesses and families? Will it...
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...