Services

Investment Management

How we’re different

Successful investing is a key to turning your most important financial goals into reality. At Family Dynasty Advisors, we believe investing is too important to outsource to distant, one-size-fits-all mutual-fund and money-manager firms. That’s why we proudly craft actively managed, customized client portfolios.

Goals

Family Dynasty Advisors portfolios are customized to meet each client’s unique situation and objectives. Our allocations can lie anywhere on the spectrum between all-stock, all-bond, or somewhere in between.

Our proprietary investment management strategy is the foundation to our goal of providing the maximum risk-adjusted total return (market appreciation plus income) for each of our clients’ portfolio while minimizing the negative impact a clients’ portfolio can experience during a market downturn.

Tools

As an independent firm, we use an open-architecture platform to provide us access to the widest range of investment options. Our platform provides advantages, such as competitive fees and timely trade implementation whereby clients can access and monitor their portfolio activity and performance through industry leading software.

Our core equity strategy favors stocks that historically pay dividends which support and smooth out portfolio returns. We then incorporate momentum strategies into a client’s portfolio as the market dictates and when appropriate.

We closely monitor the fixed-income market opportunities to ensure the durations and maturities of our various government, municipal and/or corporate bonds match up with the income and cash needs of our clients. We also incorporate FDIC insured CD’s when appropriate.

Estate & Legacy Planning

One of the rewards of financial success is the ability to share your wealth with your family or fund your charitable inclinations. At Family Dynasty Advisors, our focus is in helping our clients transfer their wealth as smoothly as possible.

Confidence through Planning

Estate planning often leads to a sense of relief and peace of mind. We support our clients throughout their estate planning process with services which include, but is certainly not limited to:

  • Assisting clients in creating net-worth or financial statements
  • Supporting clients when they select an estate planning attorney
  • Discuss the “real world” application of a client’s estate plans
  • Provide investment management services for multi-generational portfolios

Staying on Track

Personal circumstances, along with laws that can impact your estate plan, can and do change over time. As such, we encourage our clients to intermittently review their documents and update their estate planning documents as necessary. Assisting our clients in this regard is just one way we strive to help our clients maintain a lifetime of financial confidence.

Financial Planning

Planning is the foundation of success. A good financial plan can provide clients with a comforting reassurance that they can enjoy their lives today without sacrificing their financial future.

Our planning process begins with a discovery conversation, so we can better understand your situation, needs, and goals. We then work with you to design a real-world plan that may encompass any of the following:

Helping clients navigate through life-changing events such as marriage, divorce, or losing a spouse is a crucial aspect of how we help our clients achieve and maintain their financial goals.

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