by csiska757 | Mar 14, 2018 | Awards, News/Media
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...
by csiska757 | Feb 28, 2018 | News/Media
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,...
by csiska757 | Feb 21, 2018 | News/Media
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...
by csiska757 | Feb 6, 2018 | News/Media
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...
by csiska757 | Jan 8, 2018 | Awards, News/Media
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...
by csiska757 | Dec 12, 2017 | News/Media
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...
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