Delegate Advisors

Delegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy Hart, our firm is built for large families who are seeking technical, highly specialized and multi-faceted advice. With 26 years of experience, Hart has built the firm with the belief that each client is different, and each family deserves advice and guidance as unique as they are. Our work is different and complex. Here’s how: ? We manage assets on a discretionary OR non-discretionary basis. ? We don’t just make decisions – we painstakingly create models to demonstrate potential outcomes, so our clients feel informed, empowered and safe. ? The advice we provide goes beyond the norm – our clients get creative wealth solutions, finding ways to save on taxes, fees and costs ? We work with our clients’ entire team of external advisors so that their wealth strategy is holistic and seamlessly executed. Our firm provides: ? Wealth advice – fiduciary advice on a wide range of topics ? Investment advice – institutional-quality investment opportunities on a discretionary or non-discretionary basis

网站

https://www.delegateadvisors.com

Delegate Advisors的外部链接

所属行业

金融服务

规模

11-50 人

总部

Chapel Hill，NC

类型

合营企业

创立

2012

领域

Wealth management、Risk management、Strategic and tactical asset allocation、Manager selection、Performance reporting、Direct investment due diligence、Financial education、Tax planning、Trust and estate planning、Wealth transfer和Philanthropy planning