New York-headquartered Further Lane Asset Management has selected Dynasty Financial Partnersí open-architecture platform of wealth management services and technology.
Further Laneís wealth management clients will retain access to the firmís fixed income capabilities, said Michael Araiz, founder and chief executive. ďBy adopting the Dynasty platform, we are now very well positioned to bring on and support an increasing number of independent advisors and their clients,Ē he added.
Dynasty's offering includes technology, managed investments, institutional research, trust and insurance services and credit facilities; it integrates the proprietary research of Callan Associates with Black Diamond's reporting tools and technology.
Further Lane Asset Management provides investment advice to high net worth clients and to institutional portfolios, with offices in New York, East Hampton, NY, San Francisco, CA, Santa Fe, NM and Boerne, TX. It manages over $500 million in assets. As well as its RIA business it manages three hedge funds.