by delgate subadmin | Mar 30, 2022 | News/Media
As the risk of rising inflation continues to grow, Delegate Advisors has been increasing its real estate allocations and shifting away from traditional fixed-income investments. With Intelligence highlighted this change in allocation in a recent article. Delegate CEO...
by delgate subadmin | Mar 8, 2022 | News/Media
As interest rates, inflation, equity valuations and volatility continue to rise, public equities and fixed income have become relatively unattractive. This leaves many investors wondering where to find returns in 2022. Bloomberg recently spoke with Delegate Advisors...
by delgate subadmin | Feb 24, 2022 | News/Media
Citywire recently announced that Ben Thompson has formally joined Delegate Advisors as the firm’s president and chief investment officer. “Ben will enhance Delegate’s culture and increase capacity to create and execute entirely customized investment strategies from...
by delgate subadmin | Feb 3, 2022 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the 2022 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). This marks the fifth consecutive year Delegate Advisors has been a...
by delgate subadmin | Aug 2, 2021 | News/Media
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...
by delgate subadmin | Aug 2, 2021 | Awards, News/Media
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...
Recent Comments