Delegate Advisors, LLC is an independent, employee-owned Registered Investment Adviser (RIA) that functions as a multi-family office. Founded in 2012, the firm was established to provide a solution for families with significant wealth to delegate the complexity of managing their financial affairs. Their mission is to offer unbiased, sophisticated advice and integrated wealth management services, including investment consulting, manager selection, and advanced planning, without the conflicts of interest often found in larger financial institutions. They serve a select group of families, acting as their personal Chief Investment Officer to help them preserve and grow their wealth across generations.

Founded in

United States