Throughout its history in the investment and wealth planning sector, Delegate Advisors has emerged as an industry leader and demonstrated a unique ability to organize clients’ financial affairs. When clients enlist the services of Delegate Advisors, they typically participate in a comprehensive assessment of their current financial situation. Delegate Advisors begins by identifying existing relationships with financial professionals and evaluating infrastructure such as legal entities and wealth planning structures.

2.  Throughout its history in the investment and
wealth planning sector, Delegate Advisors
has emerged as an industry leader and
demonstrated a unique ability to organize
clients’ financial affairs. When clients enlist
the services of Delegate Advisors, they
typically participate in a comprehensive
assessment of their current financial
situation. Delegate Advisors begins by
identifying existing relationships with
financial professionals and evaluating
infrastructure such as legal entities and
wealth planning structures.

3.  After Delegate Advisors gains a thorough
understanding of a client’s financial situation, it
develops a broad wealth plan based on the
objectives and challenges most important to
the client. In addition to drafting a Horizon
Model and Investment Policy Statement to
meet all financial objectives, the firm performs
due diligence on existing portfolio positions
and establishes strategic asset allocation
targets based on desired risk and return levels.
As time goes on, Delegate Advisors monitors
client portfolios on a regular basis and provides
frequent feedback on portfolio performance.