While our in-house team represents an impressive array of planning and investment expertise, we’re well-positioned to access additional resources to best manage your assets and portfolio through key partnerships. As an independent registered investment advisor, our objective advice is backed by the technical and operational support of best-in-class resource partners and industry experts.
As a registered investment adviser, Venture Visionary Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., to serve as custodian to safeguard our client’s assets. With more than $3.7 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.
As a member of the Dynasty Financial Partners network, Venture Visionary Partners and our clients enjoy the benefits of Dynasty’s fully customizable platform, including access to a complete array of investment research, consulting, and proprietary analytical tools. This enables us to offer you more efficient, cost-effective and comprehensive services. With end-to-end support from Dynasty’s team of proven investment and business managers, we focus on serving you objectively and with full transparency.