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Delegate Advisors

Wealth Management, Family Office (single/multi)

An independent wealth advisory firm dedicated to managing wealth and creating effective plans for the future.

Overview and Management

Establishment Year

2012

Mission

To empower clients by providing education on innovative planning and well-researched investment solutions, aligning with clients' personal values and long-term goals.

Values

Independence, clarity, client empowerment, holistic and tailored strategies, and values-aligned investing.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

Serving large families and individuals seeking technical, specialized, and multi-faceted wealth advice.

Generational Wealth Planning

Focus on family office services, estate planning, and legacy creation for preserving wealth across generations.

Risk Tolerance

Flexible and patient capital strategies while emphasizing understanding and mitigating risks.

References or Case Studies

Team Experience

Decades of experience managing assets through market cycles.

Notable Achievements

Recognized as a finalist for the 2024 Family Wealth Report Awards.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

No violations mentioned.

Email

Phone Number

919-932-8400

Address

Chapel Hill United States

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Frequently Asked Questions

What services does Delegate Advisors offer?

Delegate Advisors provides a range of services designed to empower clients in their financial planning and investment strategies. We focus on innovative planning and well-researched investment solutions that align with clients' personal values and long-term goals. - Personalized financial planning - Investment management - Educational resources for clients.

How does Delegate Advisors align investments with personal values?

At Delegate Advisors, we prioritize aligning investments with our clients' personal values by understanding their unique goals and ethical preferences. This approach ensures that our clients' portfolios not only aim for financial returns but also reflect their individual beliefs and priorities. - Values-based investing strategies - Comprehensive client consultations - Ongoing portfolio assessments.

What is the educational approach of Delegate Advisors?

Delegate Advisors believes in empowering clients through education. We provide various resources and workshops to help clients understand innovative planning and investment solutions. This educational focus enables clients to make informed decisions that align with their financial goals. - Workshops and seminars - Informative articles and guides - One-on-one educational sessions.