Dynasty Financial Partners Announces Another Deal With An RIA

Tuesday, April 02, 2013 07:16
edit
Dynasty Financial Partners Announces Another Deal With An RIA

Tags: asset management | breakaway brokers

Dynasty Financial Partners today announced that Archford Capital Strategies becomes the most recent independent investment advisory firm to partner with Dynasty.

This Website Is For Financial Professionals Only


 

Based in the St. Louis, Archford is a private wealth management firm founded by James D. Maher. Mr. Maher had previously worked as a leading advisor at Merrill Lynch since 2001. Formerly known as The Maher Group, Mr. Maher and his team created Archford Capital Strategies in 2013. Archford also has a second office location in Creve Coeur, Missouri.

 

"The company will access Dynasty's groundbreaking investment platform, which integrates the industry-leading proprietary research of Callan Associates and Envestnet's state-of-the-art tools, reporting services and technology," according to a press release. 

 

Dynasty integrates wealth management capabilities for independent investment advisors to offer a customized platform of wealth management solutions and technology targeted to fiduciaries. In February, Dynasty announced a deal with Octagon Financial Services Inc., a sports and entertainment management company. Dynasty advises on more than $15 billion of assets.

 

 

 

 

Comments (0)

Write comment

You must be logged in to post a comment. Please register if you do not have an account yet.

busy