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"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

Further Lane Asset Management Opts For Dynasty Platform

Eliane Chavagnon
Reporter

4 May 2012
Daily News Analysis

New York-headquartered Further Lane Asset Management has selected Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.

Further Lane’s wealth management clients will retain access to the firm’s fixed income capabilities, said Michael Araiz, founder and chief executive. “By adopting the Dynasty platform, we are now very well positioned to bring on and support an increasing number of independent advisors and their clients,” 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. 

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