What We Do

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What We Do

[/vc_column_text][vc_empty_space][vc_column_text el_class=”normaltxtgrid”]At Delegate we learn what’s important to you and then focus our efforts there.  Problem solving. Holistic. We not only see the leaves in the trees, but we make sure to take a step back and look at the forest.

Our services can be classified into two categories:[/vc_column_text][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1/2″][vc_column_text el_class=”whatr2scrolllinks”]Wealth Planning[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text el_class=”whatr2scrolllinks”]Investing[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow22″ el_class=”whatrow22″ z_index=”” side_padding=”2″][vc_column][vc_single_image image=”456″ img_size=”full” alignment=”center” qode_css_animation=””][vc_column_text el_class=”faqtitle wwd_wptitle”]

WEALTH PLANNING

[/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow3″ el_class=”whatrow3″ z_index=”” side_padding=”2″][vc_column width=”2/3″ el_class=”whatr3colleft”][vc_column_text el_class=”whatr3ltxtblock”]When you decide to work with Delegate, we typically begin with housekeeping. We work to simplify your financial life, and make sure your existing relationships remain a productive part of the process.
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We do not compete with your existing providers


we work with them

[/vc_column_text][vc_column_text el_class=”whatr3ltxtblock”]Our clients count on us to handle virtually every detail of their financial lives. We work with your accountant, your estate planning attorney, your insurance broker – anyone one involved in the management of your wealth – to ensure the right hand talks to the left and they are all working in tandem towards your financial objectives.[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”whatr3colright”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Estate Tax & income”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Wealth Planning Objectives & Structures”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Cash Management”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Risk Management”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Situation Analysis”][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow4″ el_class=”whatrow4″ z_index=”” css=”.vc_custom_1560776633262{background-color: #e1e1e1 !important;}”][vc_column][vc_column_text]Our investment philosophy is made of simple yet profound principles.[/vc_column_text][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1/2″][vc_column_text]

ALL COSTS MATTER

This is especially true in a low return environment. Delegate keeps a watchful eye on every expense.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

GREAT IDEAS CAN COME FROM ANYWHERE

Some of our best returns are often the result of independent thinking or conversations we have with our clients.
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PATIENT BUT FLEXIBLE CAPITAL IS KEY

Keeping your portfolio on a steady path while maintaining the ability to react when opportunity arises is fundamental to long-term success.
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THERE IS NO RISK LIKE NOT UNDERSTANDING RISK

We work to identify and understand risk factors that can lead to permanent impairment of capital.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1/2″][vc_column_text]

COMMON SENSE SHOULD BE MORE COMMON

Investment ideas have to make intuitive sense. If something doesn’t add up at the beginning, it’s probably not going to add up later. And if it sounds too good to be true, it probably is.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

KNOW WHEN TO WALK AWAY

It takes a disciplined approach to harvest gains and abandon losses when things have run their course or have changed materially. To our Investment Team, knowing when to make the right move is important.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow5″ el_class=”whatrow5″ z_index=”” side_padding=”2″][vc_column width=”1/2″][vc_single_image image=”455″ img_size=”full” alignment=”center” qode_css_animation=””][/vc_column][vc_column width=”1/2″][vc_column_text el_class=”hmr7titleblock”]

Investment Process


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FOCUSED ON THE TREES AND THE FOREST

Our work with you begins with a conversation. We get to know you and your priorities. And we answer your questions. Some of them you may have thought of, and others maybe not. Learning who you are helps us get you where you want to be. We discuss topics such as:[/vc_column_text][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”WHAT INVESTMENT WILL GET ME THE MOST EXPECTED RETURN?”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”SHOULD I INVEST IN REAL ESTATE?”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”WHAT DOES RISK MEAN FOR ME?”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”SHOULD I INVEST WITH A TRADITIONAL MIX OF EQUITIES AND FIXED INCOME?”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”IS IT A GOOD IDEA TO BUY ANOTHER HOME?”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”WHAT’S THE DEAL WITH HEDGE FUNDS?”][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow6″ el_class=”whatrow6″ z_index=”” side_padding=”2″][vc_column][vc_column_text]

Asking questions and listening intently to what you have to say guides our work with you. We develop an Investment Policy Statement that will ultimately define our capacity and responsibility in advising your investment portfolio. Together we define your risk tolerance, liquidity needs, taxes, portfolio implementation, time horizon, legal and regulatory restraints, leverage and any other circumstances that should be addressed.

And we’re painstakingly methodical. We revisit your plan each year to make sure it is a spot on reflection of your current priorities and circumstances.

[/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_id=”whatrow7″ el_class=”whatrow7″ z_index=”” css=”.vc_custom_1560778506544{background-color: #e3ece4 !important;}” side_padding=”2″][vc_column][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=”” el_class=”whatrow7inner1″][vc_column_inner][vc_column_text el_class=”hmr5titleblock”]

Intensely Focused

on objectivity

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=”” el_class=”whatrow7inner2″][vc_column_inner][vc_column_text]We give you advice, pure and simple. Unlike the big banks, we’re not selling you anything. Our advice comes without the potential conflicts of interest that come with working on Wall Street.
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NO HIDDEN FEES

We get paid with full transparency on every transaction. You can close your eyes at night and rest easy because you are not being sold products you don’t need.  Our meticulous due diligence process and profound in-house research allow us to create investment portfolios that are specifically designed to propel you to your ultimate destination. In fact we strive to reduce the cost of trades, custodians and fund management fees.
As part of the process we look at:

  • Global Macroeconomic Environment
  • Asset Class Assumptions
  • Manager’s Business Strategy
  • Investment Edge
  • Underlying Risk

We’ve been doing this for a long time and know when something doesn’t feel right, and we wouldn’t do anything with your money that we wouldn’t do with our own. When seeking managers for your portfolio, we evaluate not only their investment performance but also their business strategy because we know that discipline drives long-term performance.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

WE’VE GOT YOUR BACK

Risk is a part of life. We anticipate and evaluate risk every step of the way during our relationship with you. Our risk management process makes mitigating risk our highest priority.

 

Risk Budgeting

  • Position Review
  • Concentration/Correlation
  • Tail Risk/Portfolio Risk Hedging

Risk Management

  • Exposure Limits
  • Risk Measurement Tools
  • Counter-Party Risk

Active Monitoring

  • Manager and Portfolio Monitoring
  • Re-Evaluation
  • Internal Checks and Balances

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