by delgate subadmin | Jul 20, 2018 | News/Media
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...
by delgate subadmin | Jul 20, 2018 | News/Media
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...
by delgate subadmin | Jul 20, 2018 | Awards, News/Media
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...
by csiska757 | May 8, 2018 | News/Media
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...
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,...
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