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
Company Details
- Employees
- 15
- Founded
- -
- Address
- 1215 Environ Way, Chapel Hill,nc 27517,united States
- Phone
- +1-919-442-1855
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- delegateadvisors.com
- Keywords
- 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, Philanthropy planning.
- HQ
- Chapel Hill, NC
Delegate Advisors Questions
Delegate Advisors's helpline number is +1-919-442-1855
Delegate Advisors's website is delegateadvisors.com
Delegate Advisors's LinkedIn profile is https://www.linkedin.com/company/delegate-advisors
Delegate Advisors has
15 employees.
View email and phone details for 15
employees at Delegate Advisors.
Delegate Advisors's industry is
Financial Services
Delegate Advisors's top competitors are
Hatteras Investment Partners,
Truebridge Capital Partners,
Shield Ai,
Stearns Financial Group,
Morgan Creek Capital Management, Llc,
Apollo Tactical Income Fund Inc,
Neuberger Berman,
New Republic Partners,
Captrust,
Plexus Capital, Llc.
Delegate Advisors's categories are Financial Services
Delegate Advisors's founding year is 2012
