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.
Dynasty’s fully customizable technology platform gives Venture Visionary Partners end-to-end business support from a proven team, plus access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with reputable managers, research firms and other providers allow us to deliver objectivity, transparency and trust.