Why We Are Different

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Why is Delegate Different?

[/vc_column_text][vc_empty_space][vc_column_text el_class=”normaltxtgrid”]We’ve worked for the big banks. We’ve worked for independent firms. We’ve studied the endless fine print that comes with any financial decision. From our collective experience, we believe our clients want the following from their financial advisor:[/vc_column_text][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=”” el_class=”whyrow2inner”][vc_column_inner width=”7/12″][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Advice without the potential conflicts that come with the Wall Street and big bank models.”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”A true fiduciary partner that helps you with more than just your investment portfolio.”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”Access to the investment team with all investment opportunities vetted.”][icon_list_item icon=”fa-square-o” icon_type=”transparent” title=”No commissions or hidden fees.”][/vc_column_inner][vc_column_inner width=”5/12″][vc_column_text el_class=”whyr2rtitleblock”]

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Our One Page Overview


[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_column_text el_class=”normaltxtgrid”]Above all else, we’ve learned to listen. Truth is, there are a lot of reasons clients choose Delegate. But the reason our clients stay with us is because we care. Learn what this means.
[/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=”whyrow3″ el_class=”whyrow3″ z_index=”” side_padding=”2″][vc_column width=”1/2″][vc_column_text]Our Philosophy[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]Our Story[/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_class=”whyrow3 hiderow” z_index=”” side_padding=”2″][vc_column width=”1/3″][vc_column_text]Our Philosophy[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]Our Story[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]Our People[/vc_column_text][/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=”whyrow4″ el_class=”whyrow4″ css=”.vc_custom_1560595907479{background-color: #e3ece4 !important;}” z_index=”” anchor=”philoscroll”][vc_column][vc_column_text el_class=”philoblock”]

WE LOOK AT THE HORIZON.

No two clients are alike. The most important thing we do is to create customized plans for our clients – each unique, but all fundamentally based on our clients’ long-term goals. This is the Horizon model and serves as our guide for every decision.

WE ARE FIRM BELIEVERS IN PATIENT BUT FLEXIBLE CAPITAL.

“Patient but flexible capital” means keeping your money on a steady path without overreacting to short-term fluctuations, while maintaining the ability to deviate when appropriate opportunities arise.

WE BELIEVE IN THE GOLDEN RULE.

This means doing what’s right every step of the way with transparency and accountability. It means we would never do anything with your money that we wouldn’t do with our own.

WE PREFER TO TAKE OUR TIME.

Our methodical pace is set to check and recheck every transaction to minimize mistakes and ensure that every decision stays true to your long-term goals.

WE REDUCE THE NOISE.

We evaluate your existing portfolio to identify areas to improve efficiency. Often, a few simple changes make a big difference, creating portfolios that are simplified, more cost-effective and easier to oversee.[/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=”whyrow5″ el_class=”whyrow5″ z_index=”” side_padding=”2″ anchor=”storyscroll”][vc_column width=”1/2″][vc_single_image image=”1388″ img_size=”full” qode_css_animation=”” el_class=”whyr5img”][/vc_column][vc_column width=”1/2″ el_class=”whyr5colright”][vc_column_text el_class=”hmr7titleblock”]

Our Story


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AT THE INTERSECTION OF LIFE + WEALTH

After starting his career in the banking industry, our founder Andy Hart learned early on that while he loved working closely with families to manage their wealth, he was conflicted when pressured to recommend proprietary products that were often over-priced or inferior to other options. There had to be a better way to serve clients.

At the intersection of life and wealth, Delegate was born from a desire to offer client families a better way to manage their financial lives. From the beginning, Delegate Advisors was built to offer families a whole wealth solution covering everything from investments to taxes to wealth planning to risk management, in an independent setting without the burden of sales pressure and conflicts of interest.

Today, Delegate Advisors is led by a five-member board and a team consisting of some of the brightest in the business with experience across a broad spectrum of financial and investment responsibilities.

Most importantly, we are genuine. Friendly. Loyal. And we truly care about our clients.

Meet Our Founder, Andy Hart.

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Our Team

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Andy Hart

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Managing Partner
Experience: 26 Years
Designations: CFP

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Andy Hart

[/vc_column_text][vc_column_text el_class=”teamrighttxt”]Prior to joining Delegate, Andy worked in the Silicon Valley office of Brownson, Rehmus & Foxworth Inc. (“BRF”) starting in 2003. At BRF, Andy served families with more than $850 million in net worth, and served as the Co-Chair of the firm’s Public Markets Committee, and as a member of the firm’s Investment Strategy Committee. Since 1995, Andy has advised high net worth individuals and families on establishing financial objectives, defining appropriate asset allocation targets, and implementing investment programs. Preceding his tenure at BRF, Andy was a Director and Senior Member of Credit Suisse First Boston’s Private Client Services Group (“CSFB”) in San Francisco. Prior to joining Donaldson, Lufkin & Jenrette (later acquired by CSFB) in 1997, Andy was a Principal with Montgomery Securities.

Before joining Montgomery, Andy has roles as a Senior Vice President and National Director of Asset and Liability Management for Oppenheimer & Co. and Vice President in the Capital Markets Group at Chemical Bank’s largest subsidiary, Texas Commerce Bank, in Houston, TX. Andy has deep experience with hedging devices and fixed income stemming from his banking experience with structured finance and asset and liability management.

Andy received a BBA with concentrations in Finance and Accounting from The University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER™  practitioner.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_carousel_child][vc_carousel_child][vc_column_text el_class=”teamtitle formobile”]

Andy Hart

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Managing Partner
Experience: 26 Years
Designations: CFP

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Andy Hart

[/vc_column_text][vc_column_text el_class=”teamrighttxt”]Prior to joining Delegate, Andy worked in the Silicon Valley office of Brownson, Rehmus & Foxworth Inc. (“BRF”) starting in 2003. At BRF, Andy served families with more than $850 million in net worth, and served as the Co-Chair of the firm’s Public Markets Committee, and as a member of the firm’s Investment Strategy Committee. Since 1995, Andy has advised high net worth individuals and families on establishing financial objectives, defining appropriate asset allocation targets, and implementing investment programs. Preceding his tenure at BRF, Andy was a Director and Senior Member of Credit Suisse First Boston’s Private Client Services Group (“CSFB”) in San Francisco. Prior to joining Donaldson, Lufkin & Jenrette (later acquired by CSFB) in 1997, Andy was a Principal with Montgomery Securities.

Before joining Montgomery, Andy has roles as a Senior Vice President and National Director of Asset and Liability Management for Oppenheimer & Co. and Vice President in the Capital Markets Group at Chemical Bank’s largest subsidiary, Texas Commerce Bank, in Houston, TX. Andy has deep experience with hedging devices and fixed income stemming from his banking experience with structured finance and asset and liability management.

Andy received a BBA with concentrations in Finance and Accounting from The University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER™  practitioner.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_carousel_child][/vc_carousel_parent][/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”][vc_column][/vc_column][/vc_row]