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. Heres how: We manage assets on a discretionary OR non-discretionary basis. We dont just make decisions we...

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,and philanthropy planning

Delegate advisors operates in the Financial services industry.

Delegate advisors's revenue is 11m - 100m

Delegate advisors has 11 - 50 employees.