The Chicago Tribune recently profiled one of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc. The family has built a fortune of more than $152 billion. As an advisor to families of great wealth, Delegate President Andy Hart commented to...
One of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc., has built a fortune of more than $152 billion. Bloomberg recently wrote a profile piece about the family, discussing topics such as their philanthropy in the small Arkansas town where...
Delegate Advisors has been included once again on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2018, which is based on assets under management (AUM). The list ranks more than 700 independent RIA firms across the country. This is the third year Delegate...
As interest rates rise, many investors are re-considering if MLPs, master limited partnerships which invest in American energy infrastructure, still belong in their portfolios. Delegate Advisors President Andy Hart shared his views on the role of MLPs in a portfolio in a recent article in U.S. News &...
We are pleased to share that Delegate Advisors has won the Family Wealth Report Award in the category of Multi-Family Office (up to and including $2.5 billion AuM/AuA) as part of the 2018 Family Wealth Awards presentation. “Delegate Advisors is a special team of truly dedicated...
Impact investing, which seeks both financial returns and philanthropic impact, is on the rise, and as a result, there is an increasing number of ways to align your personal values with your portfolio. Andy Hart, president and chief advisor of Delegate Advisors, recently spoke to ETF.com...
Despite the recent market pullback, some advisors are still optimistic that 2018 might be a positive year for the domestic equity market, according to Financial Advisor Magazine. Andy Hart, president of Delegate Advisors, recently spoke to the publication about the recent volatility and his outlook...
The difference in the yields between short-term and medium-term interest rates is narrowing, and it has many investors asking if this means a recession may be looming. In a recent U.S. News & World Report article, Delegate Advisors President Andy Hart explains what the flattening yield...
We are pleased to announce that Delegate Advisors has been shortlisted for the annual Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office - Client Service - Under $2 Billion and Best Multi-Family Office – Overall - Under $2 Billion. In 2016, Delegate won the...
Delegate Managing Partner Andy Hart recently commented to FundFire about the growth of the multi-family office channel and the increased interest by investment managers to reach the ultra-high net worth family wealth market. FundFire reports that “multi-family offices have outpaced all other high-net-worth wealth management channels...