If you are a high-net-worth individual, you may have heard of the importance of having an investment policy statement. But what exactly is an investment policy statement? And what steps should clients and advisors take to create one? U.S. News & World Report spoke with...
We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s RIA Ranking for 2021, an annual list that honors and ranks independent advisory firms across the country. To be eligible for this ranking, firms must be independent registered investment advisors, file...
With lower federal exemption levels on estate and gift taxes potentially coming under the Biden administration, it is crucial for high-net-worth families to look at alternative estate planning strategies. One particular tactic that is garnering attention among the wealthy are spousal lifetime access trusts, also...
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, with...
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...