by csiska757 | Dec 11, 2018 | Awards, News/Media
We are pleased to announce that Delegate Advisors President and Chief Advisor Andy Hart is a finalist for the Family Wealth Report Awards in the Outstanding Contribution to Wealth Management Thought Leadership (MFO/Wealth Advisor/Manager) category. The winners of the...
by csiska757 | Oct 30, 2018 | Awards, News/Media
We are pleased to announce that Delegate Advisors has won the Best in the Industry Award in the category of Boutique Multifamily Office (Firm) from The Family Wealth Alliance. The Family Wealth Alliance, commonly referred to as “The Alliance,” frequently provides...
by delgate subadmin | Jul 20, 2018 | Awards, News/Media
Delegate Advisors has been included once again on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2018, which is based on assets under management (AUM). The list ranks more than 700 independent RIA firms across the country. This is...
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...
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