Meet Delegate

This is what it means to be a Delegate.

Since its inception, Delegate Advisors has emerged as a leader in wealth management, dedicated to guiding clients and their families through the complexities of wealth. We empower clients by providing education on how they can benefit from innovative planning and well-researched investment solutions. Our mission is to be a trusted partner, offering personalized strategies that bring clarity and peace of mind to your wealth journey.

The Delegate Difference

Why do clients consistently turn to Delegate Advisors? The reasons are clear, compelling and tangible, painting a vivid picture of why we stand out from the rest:

As Involved As You Want To Be

At Delegate Advisors, we offer the flexibility to manage your assets on a discretionary or non-discretionary basis, tailoring our approach to suit your preferences. Our dedicated team conducts thorough due diligence and research in-house, enabling us to delve deep into any investment idea, regardless of its origin.

In-House Experienced Investment Team

We believe in the power of independent institutional quality research. Our team has decades of experience managing assets through market cycles. This unique advantage allows us to explore a wide range of opportunities, including a wide array of private and direct investments.

Unleashing The Power Of Financial Modeling

We take financial planning to a whole new level with our intricate and comprehensive financial models. Our team has deep quantitative experience and uses customized models to equip our clients with the knowledge they need to make informed and well-reasoned decisions. In short, our quantitative models help our clients make better qualitative decisions.

Meet our founder

Delegate was founded more than a decade ago to break free from limitations and conflicts inherent in traditional bank and brokerage relationships. Andrew Hart, our visionary founder, was dissatisfied with the conflicted models of serving clients through products, unnecessary services and countless misalignments of interest. He recognized the power of independence in delivering intricate personalized planning, exceptional service and institutional-quality investments, in an environment that minimizes conflict and aligns with what is in the best interest of clients.