by csiska757 | Mar 14, 2018 | Awards, News/Media
We are pleased to share that Delegate Advisors has won the Family Wealth Report Award in the category of Multi-Family Office (up to and including $2.5 billion AuM/AuA) as part of the 2018 Family Wealth Awards presentation. “Delegate Advisors is a special team of truly...
by csiska757 | Jan 8, 2018 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the annual Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office – Client Service – Under $2 Billion and Best Multi-Family Office – Overall – Under...
by csiska757 | Dec 7, 2017 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the Family Wealth Report Awards in the Client Initiative and Best Multi-Family Office Up to and including $2.5 Billion AuM/AuA categories. Core to the nomination for the Client...
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 delgate subadmin | Sep 13, 2016 | Awards
We are proud to announce that our Vice President Morgan Tarr has earned an Honorable Mention for the Community Service Award in the 2016 Invest in Others Community Leadership Awards. Morgan is an active volunteer and serves on the board of directors for bay.org, San...
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