Dynasty Financial

Dynasty FinancialWith a growing network of firms advising nearly $20 billion in client assets, Dynasty Financial is the leading provider of wealth management and technology platforms for independent financial advisors. Led by an executive team and board of directors who comprise a Who’s Who of the financial industry, Dynasty seeks to connect us to the top echelon of contacts in financial services today. We believe this gives us access to the best in resources and capabilities, including custody, reporting, technology, financial and investment solutions, a world-class array of investment managers, and a range of other services. All of which helps us address your sophisticated needs with absolute objectivity and transparency.

Fidelity

FidelityWe have chosen one of the most trusted financial companies in the world to serve as the custodian for your assets. Fidelity is a leading provider of clearing, custody, brokerage and investment services for independent advisors, broker-dealers, family offices and other institutions. As of December 2013, Fidelity had $4.6 trillion in assets under administration, serving more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms.

Callan

Callan AssociatesFounded in 1973, Callan Associates is one of the largest independently-owned investment consulting firms in the United States. They provide research, education, decision support and advice to a broad range of institutional investors who are collectively responsible for nearly $2 trillion in total assets. In a business critically dependent on the tenure of its people, the average consultant tenure at the firm is over 10 years. This stability creates the perspective and the experience that make Callan Associates a recognized leader in the financial industry.