Delegate Advisors Named Best MFO – Client Service – Under $2B
Up & Coming Wealth Advisory Firm Gains Industry Nod For Client Service
SAN FRANCISCO–(BUSINESS WIRE)–Delegate
Advisors, LLC, a boutique family office and investment advisor, was
named Best Multi-Family Office – Client Service — Under $2B by Private
Asset Management magazine as part of the 2016 PAM Awards. This award
comes as the firm celebrates its fourth anniversary having grown to
serve 21 clients with $1.6B AUA.
“Investments are only one piece of the pie,” says Robert
Borden, Delegate’s chief investment officer. “We work with clients
who share our inclination for creative solutions and decisive action so
that our solutions go beyond their balance sheet. We safeguard their
entire financial lives.”
“This award serves as affirmation that our client service model works
and that clients appreciate our straightforward, transparent offering,”
comments Andrew
Hart, a managing partner with Delegate Advisors. “Unbiased advice
and truthful reporting seem to be a rarity in our industry – we are
honored to be recognized for it.”
The PAM Awards are designed for investment professionals and wealth
advisors, operating within the private asset management industry, which
have been judged by PAM to have proved themselves over the course of
2015. To be considered for this award, candidate firms must demonstrate
why they believe they are best-in-class compared to their peers. The
award is granted by a panel of judges carefully selected for their
wealth of experience and expertise. The judges use a mixture of
qualitative and quantitative performance indicators. Successful
candidates must demonstrate:
- Financial progress;
- Growth in client numbers, internal hires and geographic expansion;
- Client satisfaction; and
- Product innovation
In addition to winning the prestigious PAM award, Delegate was also
nominated and included on the shortlist for two awards from Family
Wealth Report:
-
Best Multi-Family Office with Assets Under Management Up To and
Including $3 Billion - Client Initiative for a Multi-Family Office
The Family Wealth Report Awards (“FWR”) are judged based on innovation
and excellence achieved in 2015 as judged by FWR.
With offices in Chapel Hill, NC and San Francisco, CA Delegate Advisors
is a fee-only, independent advisor, with $1.6 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. 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. Delegate often provides expert
opinions and topical commentary to publications like Financial
Times, Baron’s, and FundFire, further demonstrating
the firm’s commitment to industry thought leadership. For more
information, please call (919) 932-8400 or visit delegateadvisors.com.
Contacts
Delegate Advisors, LLC
Rosemary B. Denney, 561-379-7673
RBD@WealthMattersConsulting.com
