Enlisting top-flight strategic partner firms to render leading services allows us to provide clients with the depth and breadth of resources they expect, 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 is a leading provider of investment and technology platforms for independent financial advisors, with premier 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 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.

Founded in 2010, GeoWealth is an award-winning financial technology and turnkey asset management platform (TAMP) built specifically for the needs of modern advisors. GeoWealth's user-friendly, cost-efficient, integrated technology enables us to access and create a diversified lineup of model portfolios for our clients, while also assisting us with performance reporting, billing, portfolio accounting and more.

Fidelity is our custodian of choice. As of 2022, Fidelity Institutional had over $3.7 trillion in assets under administration, with over 13,500 wealth management firms and institutions. They offer leading asset management insights, market commentary, and a global research platform, as well as tailored investment solutions, innovative technology, and a wonderful team that we work with daily to help assist with our client's needs.

Fidelity Charitable became a public charity in 1991 and launched the first national donor-advised fund program, providing accessible, simple, and effective charitable giving & planning solutions. In 2023, more then 322,000 Fidelity Charitable donors granted $11.8 billion to charities around the world.