Our independence means that we are no longer directly affiliated with JP Morgan. We now have the advantage of investing in the top-tier technologies, staff and other resources of our choice rather than the restriction of legacy systems and policies from a single firm. We are confident that this translates into more customized solutions for you.
With the freedom to choose the strategic partners we feel meet your needs and facilitate our management most ideally, we’ve chosen those we believe are the best. If for any reason a provider no longer meets our high standards, we won’t hesitate to consider other options.
To serve as custodian for client assets, we selected Fidelity Investments, a family managed, privately held company with more than 70 years of financial services experience. We are able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies. Envestnet is a leading provider of integrated portfolio, practice management and reporting solutions. Envestnet’s open-architecture platform encompasses a broad range of institutional-quality research, investment products and advisory resources. With a mission to transform wealth management for the benefit of investors and the advisors who serve them, the firm levels the playing field by providing solutions previously available only to the institutional community.
We use the services of Dynasty Financial Partners to automate many back-office administrative processes and free us to focus singularly on our clients. Dynasty is the industry’s leading independent advisor network and a three-time Private Asset Management Magazine Innovation Award winner. It provides fully customizable technology, end-to-end business support and unmatched access to distinctive products. Its relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to address your needs with absolute objectivity, transparency and trust.
As the owners of our new firm, One Wealth Advisors, we are committed to forging a positive, productive, profound and long-lasting relationship so that we may help you achieve the essential goals your hold for the future.