by delgate subadmin | Sep 27, 2022 | News/Media
One of the most important parts of being the head of your family is leaving a legacy. For many families, however, legacy planning comes with two topics many prefer to avoid discussing: money and their own mortality. Fortunately, there are some steps you can take to...
by delgate subadmin | Jul 7, 2022 | News/Media
Since the onslaught of the pandemic, there has been a real estate boom throughout most of the country. Even now as mortgage rates, home prices and recession fears rise, homes continue to sell faster than ever before – causing many would-be buyers to feel a sense of...
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...
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