You are invited to learn about our core wealth management solutions, which combine multi-generational financial planning, investment management, and family-office level personal attention. We offer these services only to select individuals and families who have been referred by mutual connections.
Expertise
RELATIONSHIPS
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.
We have chosen Fidelity as the broker-dealer custodian for your brokerage account. Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.
We are an independent advisory firm and member of the Dynasty Financial Partners network, an advisor platform dedicated to service and innovation. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research, advanced technology and proprietary analytical tools.
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 empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.
We also pursue close collaboration among our clients’ other trusted advisors, such as attorneys and accountants, to ensure the ongoing management of a unified holistic approach to addressing each mutual client’s needs.