Institutional investors who understand the impact and importance of family in financial decision-making
Our wealth management solutions include financial planning, investment management, and personalized family-office attention.
Leadership
Christian N. Habitz
Founder | Managing Partner
Trent A. Thorbahn, CIMA®
Chief Operating Officer
RELATIONSHIPS
Strategic approach to growth
We pair a traditional private banking approach with forward-looking technology, leveraging the best of both worlds to help our clients preserve and grow their wealth, while protecting their legacies.
Fidelity Investments
As the broker-dealer custodian for your brokerage account, Fidelity Investments® is one of the world’s largest financial services providers. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and many other financial products, servicing over 32 million individuals and 13,000 financial institutions.
Dynasty Financial Partners
We are an independent advisory firm and member of the Dynasty Financial Partners network, an advisor platform dedicated to exceptional service and innovation. Through Dynasty, we have access to a full array of capital markets, investment banking capabilities, and a vast range of investment research, advanced technology, and proprietary analytical tools.
RSM US LLP
RSM US LLP is an audit, tax, and consulting firm, and is the fifth largest accounting firm in the United States. Dynasty Financial Partners’ partnership with RSM powers elements of Dynasty’s Outsourced CFO (OCFO) service to deliver the highest standard of accounting and professional books and records management for The Invictus Collective.
ADDEPAR
ADDEPAR empowers investors and advisors in the increasingly complex world of investment management. ADDEPAR features data aggregation and reconciliation, portfolio analysis, and a client-first reporting experience. Hundreds of family offices, wealth advisors, financial institutions, endowments, and foundations manage $750bn of assets through ADDEPAR.
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