Delegate Advisors Shortlisted for Numerous Industry Awards

Emerging Wealth Management Leader Receives Industry-Wide Attention

SAN FRANCISCO--()--Delegate Advisors, LLC, an emerging family office leader, celebrates its third anniversary and announces that for the first time since the firm’s inception it has been shortlisted for several prestigious industry awards. Among them, Private Asset Management magazine “PAM Awards”, Family Wealth Report’s Wealth Management Awards and the Family Office Review Awards.

Under the leadership of Managing Partners Robert Borden and Andy Hart, the firm has seen growth in assets under advisement of 41% since inception (as of January 2014), underscoring the firm’s innovative client service model - including the use of comprehensive planning models, and the deep, personal relationships the firm’s advisors form with clients.

“Our focus is on our clients,” says managing partner Andy Hart. “Since we don’t care about gathering assets or selling financial products, we are free to grow in a thoughtful and methodical way with the right families, never losing sight of our mission. That focus keeps us on the right path.”

The awards for which the firm has been shortlisted include:

  • PAM Awards, Best Multi-Family Office, Client Service - Under $2.5B
  • PAM Awards, Best New-comer, Private Wealth Manager
  • Family Wealth Report Awards, Multi-Family Office, New Entrant
  • Family Office Review Awards, Family Office Team of the Year

Firms who have been shortlisted for these awards demonstrate financial progress; growth in client numbers, internal hires and geographic expansion; client satisfaction; and product innovation.

See our firm’s website for additional important disclosures about the above-mentioned industry awards.

About Delegate Advisors:

With offices in Chapel Hill, NC and San Francisco, CA Delegate Advisors is a fee-only, independent advisor, with $1.3 billion assets under advisement. The firm distinguishes itself from other advisors by focusing on the unique challenges and opportunities that first generation wealth creators often face. This focus enables the firm to better identify and personally connect with their clients and find solutions that go well beyond the balance sheet. Viewing wealth management from an innovative and fresh perspective, the firm identifies well with families who share a similar proclivity for creative thinking and decisive action to solve problems and pursue opportunities. For more information, please call (919)932-8400 or visit delegateadvisors.com.

Contacts

Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673;
RBD@WealthMattersConsulting.com

Release Summary

San Francisco Based Delegate Advisors Shortlisted For Trio of Industry Awards.

Contacts

Wealth Matters Consulting
Rosemary B. Denney, 561-379-7673;
RBD@WealthMattersConsulting.com