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.


Envestnet Portfolio Management Consultants

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.