by delgate subadmin | Dec 17, 2019 | Uncategorized
Here at Delegate, we strive to discover interesting and relevant content, and we believe there is no one better to share these findings with than our clients, colleagues and friends. As a result, we have compiled a list of our favorite books and podcasts below for you...
by delgate subadmin | Dec 6, 2019 | Awards
We are pleased to share that Delegate has been shortlisted for the Family Wealth Report Awards in the category of Best Multi-Family Office (from $2.5 billion to $5 billion AUM/AUA). This year marks the third consecutive year that Delegate has been a finalist and/or...
by delgate subadmin | Nov 7, 2019 | Uncategorized
Summary of Market Index Returns as of 9/30/2019 Delegate Advisors Asset Class Perspectives: Third Quarter 2019 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...
by delgate subadmin | Nov 1, 2019 | Uncategorized
On Wednesday, October 30, the Federal Reserve cut interest rates for the third time this year in hopes of preventing a recession against the backdrop of a potential global trade war. The policy statements accompanying previous rate cuts left room for potential future...
by delgate subadmin | Oct 25, 2019 | Awards, News/Media
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...
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