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...
by delgate subadmin | May 6, 2021 | News/Media
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...
by delgate subadmin | Apr 12, 2021 | Awards, News/Media
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,...
by delgate subadmin | Feb 18, 2021 | Awards, News/Media
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...
by delgate subadmin | Feb 2, 2021 | Awards, News/Media
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...
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