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 having a positive impact on...
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 showcase top-class performance, innovation...
Some alternative investments have the potential to produce higher returns than traditional assets, but they can also be much less liquid than traditional publicly traded stocks and bonds. One alternative asset that many investors are now considering adding to their portfolios is real estate. To...
Over the past decade, U.S. large-cap stocks have outperformed many other sectors and markets, helping them become a preferred asset class for many managers. However, some market experts say it is time for investors to consider expanding their portfolios to include international assets. U.S. News...
Many affluent individuals often want to share some of their wealth through philanthropic efforts. However, charitable giving is not always a simple task – especially when donating a complex asset. In a recent article in Financial Advisor Magazine, Delegate Advisors Chief Executive Officer Andy Hart...
We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s Registered Investment Advisor Ranking for 2020, an annual list that honors and ranks independent advisory firms from across the United States. This year marks Financial Advisor Magazine’s fourteenth annual ranking. To...
We are pleased to announce that Delegate Advisors has been named to the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. This marks the third consecutive year that Delegate has been included on this list, with the firm moving from...
Despite COVID-19 and the resulting economic shutdown placing 30 million American jobs at risk and industries such as banking, retail and energy continuing to languish, technology has remained resilient. In fact, technology companies have managed to help the Nasdaq Composite Index erase year-to-date losses as...
Even as the COVID-19 pandemic puts 30 million American jobs in peril, there is one sector of the economy that has managed to remain strong: technology. On Thursday, May 7, the tech-heavy Nasdaq Composite Index officially erased its year-to-date loss, which at one point in March...
When geopolitical events such as the current trade war create an environment of global uncertainty, investors often turn to gold as a hedge. However, a paper published by the Department of Economics at the University of Pretoria claims that Bitcoin has joined gold among the...