by delgate subadmin | Apr 12, 2021 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been named on AdvisoryHQ’s 2021-2022 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. This list rates each of the year’s top 10 firms based on a star system,...
by delgate subadmin | Mar 3, 2021 | Asset Class Perspectives
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...
by delgate subadmin | Feb 18, 2021 | Awards, News/Media
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...
by delgate subadmin | Feb 11, 2021 | Commentaries, Uncategorized
 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...
by delgate subadmin | Feb 2, 2021 | Awards, News/Media
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...
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