As a member of the Dynasty Financial Partners Network, Avantra Family Wealth leverages the depth and breadth of one of the industry’s pre-eminent advisor platforms.
Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Avantra with customizable, open-architecture wealth management solutions.
Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow Avantra to act as true fiduciaries to our clients. Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC.
Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.
Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, proprietary analytical tools, and an online research center.
Dynasty’s investment solutions are selected from the industry’s premier providers.
Investments are vetted through an institutional research process that is conﬂict-free and consistently monitored throughout the investment cycle.
Dynasty delivers custom-designed performance reporting aggregated from multiple sources and delivered through a dedicated client portal and an iPhone app.