Quality partnerships that free us to spend quality time with clients.

Enlisting top-flight strategic partner firms to provide leading services allows us to provide clients with the depth breadth of resources they expect, and in a highly cost-effective way. More importantly, outsourcing a number of tasks frees us to focus on more important things: meeting client needs.

Dynasty Financial Partners

Dynasty is the leading provider of investment and technology platforms for independent financial advisors, with best-in-class advanced capabilities and a state-of-the-art open-architecture platform. This allows us to provide superior technology and reporting tools, managed investments, proprietary institutional research, trust and insurance services, access to credit facilities, hedge funds, custody, business advisory services from investment bankers and a world-class array of investment managers.

Black Diamond

Black Diamond provides our customizable performance reporting solution, giving clients the ability to view account performance and asset details online with automated updates reconciled to custodian records daily to reflections of their portfolios.


This leading web-based platform provides access to multiple investment programs, proposal generation tools and account management resources to help us develop and grow our firm offerings and assist clients in achieving a range of wealth management objectives.


Callan is an independently-owned investment consulting firm providing us with timely and relevant research along with education, decision support, advice, and vital investment manager due diligence through electronic data collection, communication from investment managers on organizational and product updates, meetings with managers, and site visits.