Venture Visionary Partners has selected Schwab Advisor Services to provide custodial support and services, according to the news release. In addition, the firm has joined with Dynasty Financial Partners to leverage Dynasty’s wealth management services, consulting services and leading technology. The firm will be using Dynasty’s core services platform for independent advisors and the firm’s turnkey asset management platform, the release noted.
“Leveraging Dynasty’s capabilities will allow us to tap what we believe to be the best resources and capabilities through their open architecture platform,” Findley said. “We are looking forward to having a true sense of ownership and control as a client focused/ independent firm with the freedom to do as we see fit for our clients.”
Venture Visionary Partners has selected Black Diamond for consolidated asset and performance reporting. PKS is the firm’s broker-dealer.