- Dynasty Financial Partners
Dynasty offers Concentus Wealth Advisors a breadth of capabilities that is unmatched anywhere. With a growing network of firms advising nearly $20 billion in client assets, Dynasty is the leading provider of wealth management and technology platforms for independent financial advisors. Led by an executive team and board of directors who comprise a Who’s Who of the financial industry, Dynasty connects us to the top echelon of contacts in financial services today. That gives us access to the best in resources and capabilities, including custody, reporting, technology, financial and investment solutions, a world-class array of investment managers, and a range of other services. All of which helps us address the sophisticated needs of our private and professional services clients in a manner that ensures absolute objectivity and transparency.
- Charles Schwab
As a Registered Investment Advisor, we will not be holding your assets. We have chosen the firm Charles Schwab, and here is why:
Charles Schwab is one of the largest and safest repositories for financial assets in the custody business today. They are responsible for over $2 trillion in client assets, half of which are held on behalf of professional wealth management firms like ours. They also have exceptionally low debt levels, do no proprietary trading of their own firm’s capital, and do not leverage their own balance sheet. This is why they are one of the strongest financial firms in the custody business today, and why we chose them to safeguard your assets. In short, they have one, and only one, business: to act as a safe custodian for your funds.
- Callan Associates
Founded in 1973, Callan Associates is one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco and with offices across the country, they provide research, education, decision support and advice to a broad range of institutional investors, and are collectively responsible for nearly $2 trillion in total assets.
As an employee-owned firm, Callan Associates prides itself on its ability to attract and retain the brightest investment professionals in the industry. In a business that is critically dependent on the tenure of its people, the average consultant tenure at the firm is over ten years. This stability creates the perspective and the experience that make Callan Associates a recognized leader in the financial industry.
Their experienced consultants are supported by one of the strongest centralized manager research and performance measurement efforts in the industry. They employ 60 dedicated research, database, and performance measurement professionals, have over 30 CFA designations across the firm, and feature proprietary systems built over 41 years in the business.
- Wilshire Associates
Since its founding in 1972, Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services and technology solutions.
Wilshire was an early innovator of the integrated asset/liability modeling technique, as well as risk management and portfolio optimization models to help plan sponsors and institutional investors arrive at optimal portfolios based on their specific needs. They produce investment management tools for tasks such as creating index funds, optimizing portfolios, developing dedicated and immunized bond portfolios, and measuring performance, including the Wilshire 5000 Total Market IndexSM, and the Wilshire Trust Universe Comparison Service® (Wilshire TUCS®).
In addition to its 40-year legacy as a leading consultant to the investment community, Wilshire also offers Private Equity fund of funds, meeting the growing appetite of institutional investors for alternative investments, managing nearly $5 billion for more than 150 investors around the world with private equity solutions.
Furthermore, Wilshire Funds Management works with financial intermediaries to create customized investment solutions for a wide variety of retail distribution channels, advising on nearly $71 billion in assets, serving over 25 leading financial intermediaries.
- EnvestnetFounded in 1999, Envestnet has grown into one of the largest providers of wealth management solutions to independent financial advisors today. Their mission is to transform wealth management for the benefit of investors and the advisors who serve them, leveling the playing field by providing integrated portfolio, practice management and reporting solutions previously available only to the institutional community. Their open architecture platform encompasses a broad range of institutional-quality research, investment products and advisory resources.