Dynasty Private Wealth

I am very proud to announce that Dynasty Wealth Management has been named to the inaugural 2014 Financial Times list of the 300 Top Registered Investment Advisers. This is quite an honor for us as the average FT 300 practice manages upwards of $2.5 billion in AUM and serves more than 3,000 clients.

The selection process included applications from more than 2,000 independent RIA firms and they were then awarded points on a variety of attributes that the Financial Times deemed important to affluent investors. We were evaluated on six broad-reaching factors; some of these included AUM growth, longevity, and industry certifications.

This honor is a source of pride for our firm, as it shows our continued dedication to always place our clients first.

The list of the Financial Times 300 can be found HERE in a special section of the newspaper’s U.S. edition today.

 

The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Experience. Independence. Transparency.

The world of investing, portfolio management and wealth management have changed a great deal over the past ten years. Affluent clients expect their advisors to provide seamless access to global markets, sophisticated portfolio management, customized family office resources and advice that is unbiased.

Dynasty Private Wealth, led by Barron’s-ranked advisor Michael Brown, was created to provide outstanding investment experience and unwavering dedication to clients without conflicts of interest. Mike and his team, including Ron Deutsch, Rhonda Pohl and Brian Flynn put over 50 years of experience to work ensuring every client is served with the highest levels of individualized financial counsel.

I am very proud to announce that Dynasty Wealth Management has been named to the inaugural 2014 Financial Times list of the 300 Top Registered Investment Advisers. This is quite an honor for us as the average FT 300 practice manages upwards of $2.5 billion in AUM and serves more than 3,000 clients. The selection […]

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Past performance is not indicative of future results.

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners LLC ("Dynasty"). Dynasty is a brand name and functions through Dynasty's wholly owned subsidiary Dynasty Wealth Management, LLC, ("Dynasty Wealth") a registered investment adviser with the Securities and Exchange Commission when providing investment services. A copy of Dynasty Wealth's current written disclosure statement discussing our advisory services and fees is available for your review upon request.