Managing $5 billion in Assets for Independent Advisors in its Network of Firms

Leveraging Dynasty’s Industry-Leading Intellectual Capital to Promote the ‘Outsource-to-Grow’ Independent Movement

Dynasty Financial Partners today announced the formal launch of Model Select, a program designed to enable members of its Network of independent registered investment advisors (RIA) to outsource the investment management to better focus on client engagement and strategic business growth.

Dynasty's Model Select program is a turnkey solution utilizing top-down portfolio construction, pairing quantitative signals with qualitative insights to build portfolios using passive and active strategies. Guided by data-driven risk management, the program offers various trading cadences through 11 different risk tolerances, along with tax-aware and taxable fixed income options.

Dynasty has partnered with leading asset managers in this offering, allowing Dynasty to gain access to both broad market and niche exposures. It also incorporates tax overlay capabilities, which is a differentiator of the Model Select program.

Bob Shea, Chief Investment Officer for Dynasty Financial Partners, said: “We set out to build a sophisticated scalable multi-manager solution at a reasonable cost. As we listened to the needs of our Network Partners, we realized it is a highly adaptable approach to portfolio management with broader appeal than we anticipated. We continue to enhance the program finding boutique managers and exposures to non-traditional asset classes, which we view as key to helping Model Select evolve.”

Like much of the Dynasty Investment Platform, the program was built to empower RIA growth. Model Select offers automated, tax-smart transitions that enable a seamless transfer of client assets, followed by ongoing, tax-efficient management—helping advisors elevate client service and drive their success.

“Automated portfolio trading, professionally managed tax overlay, and educational content give advisors a wealth of insight to drive more meaningful conversations with their clients,” added Shirl Penney, Founder and CEO of Dynasty Financial Partners. “Most importantly, by outsourcing investment management to a cost-effective program like Model Select, advisors can focus on spending more time with clients, meeting prospects, and growing their businesses.”

Founded nearly 15 years ago as an open-architecture platform of wealth management technology and services, Dynasty has grown into a suite of cutting-edge businesses providing a fulsome offering of expertise and guidance for advisors in their quest to evolve and grow independently. Dynasty’s technology, tools, and services provide advisory firms the supported independence to launch their business, scale their operations, and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

Dynasty’s network of independent registered investment advisories leverages its integrated technology, services, robust turnkey asset management program (TAMP), digital lead generation services, capital solutions, and investment bank. This integrated platform model provides synthetic scale that allows Dynasty-powered RIAs to be independent but not alone. Currently, Dynasty has 58 Network Partner firms representing over 400 advisors with over $100 billion in platform assets.

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions, and facilitating out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). Any investment advisory services are offered through Dynasty Wealth Management, LLC, (“DWM”), a registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Dynasty. Any security related services are offered through Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.

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