DYNASTY FINANCIAL PARTNERS ANNOUNCES THAT LVW ADVISORS IS THE LATEST INDEPENDENT WEALTH MANAGEMENT FIRM TO UTILIZE THE DYNASTY PLATFORM
New York, NY– October 18, 2011 – Dynasty Financial Partners (“Dynasty”), the leading provider of sophisticated wealth management and technology platforms for independent financial advisors, announced today that newly formed LVW Advisors (“LVW”), led by Lori Van Dusen, will utilize Dynasty’s institutional research capabilities and have access to Dynasty’s broad wealth management capabilities to help support LVW’s unique platform design and business model. LVW marks the sixth independent advisor team in the past ten months to join Dynasty’s open-architecture wealth management platform of services and technology.
Based in Rochester, New York, LVW develops customized wealth management and investment solutions for high net worth individuals, institutions, and family offices. The LVW team has extensive experience in asset allocation guidance, investment policy design, alternative investment selection, and wealth management planning. Through Dynasty, as well as the recently announced partnership with Focus Financial Partners, LVW will have access to unparalleled wealth management capabilities and research resources.
LVW’s founder, Lori Van Dusen, has been widely recognized as a leader and pioneer in the consulting and wealth management industry for more than two decades. Ms. Van Dusen was recently ranked #3 on the 2011 America’s Top 100 Women Financial Advisors list by Barron’s with assets under advisory listed at $4.9 billion. She was also named the Nonprofit Consultant of the Year for 2010 by Institutional Investor’s Foundation & Endowment Money Management.
“We are pleased to welcome one of the most respected leaders in the financial advisory industry to Dynasty’s network of advisors,” said Shirl Penney, President and CEO of Dynasty. “Lori and her team share our philosophy of objectivity without compromise, and they have been strong advocates for high fiduciary standards for many years. They represent one of the finest teams in wealth management.”
“At LVW, the combination of our very experienced investment advisory team with very deep and extensive research and technology resources is very powerful in today’s world. Moreover,the ability to act as an independent fiduciary firm is what our clients should expect and deserve,” said Ms. Van Dusen. “Our partnership with Dynasty provides us with remarkable institutional research tools and investment implementation options for our clients, as well as estate planning, lending, and various other capabilities for our client families.”
“The finest and most thoughtful institutional research providers in the industry are part of Dynasty’s investment platform,” said Pat Mulvey, Dynasty’s Director of Investment Platforms. “Combining these capabilities with the depth and experience of the LVW team has created one of the best wealth advisory and consulting offerings in the industry.”
“Lori is, quite simply, one of the best advisors for institutions and families in the country,” said Todd Thomson, Chairman of Dynasty. “We look forward to supporting LVW with the sophisticated tools necessary to ensure that their clients receive the best independent investment advice.”
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ABOUT DYNASTY FINANCIAL PARTNERS
Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. Dynasty offers a comprehensive openarchitecture platform of the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity. Dynasty’s core principle is “objectivity without compromise,” which means the firm is committed to providing solutions that allow investment advisors to act as true fiduciaries to their clients. With Dynasty, independent investment advisors have access to the best technology, research, solutions and products available in the industry today, without the limitations and conflicts that exist within wirehouses and banks. For more information, please visit www.dynastyfinancialpartners.com.
ABOUT LVW ADVISORS
Based in Rochester, New York, LVW Advisors is an independent Registered Investment Advisor. Led by a team of experienced financial advisors, the firm specializes in providing customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals and family offices. For more information, go to www.LVWAdvisors.com.
FOR DYNASTY MEDIA INQUIRIES:
Steven Goldberg (+1 646.805.2027)
Will Briganti (+1 646.805.2034)
RLM Finsbury
dynasty@rlmfinsbury.com
FOR LVW ADVISORS MEDIA INQUIRIES:
LVW Advisors
Christine Porter, +1 (585.267.4905)
cporter@LVWAdvisors.com
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