Thoughtful, Balanced Wealth Advisory.
$700 Million Denver, CO-Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm
NEW YORK, NY, November 9, 2015 — Dynasty Financial Partners today announced its partnership with Cardan Capital Partners, the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology.
Founding Partners Ross Fox, Matthew Papazian, Marti Awad and Sarah Keys launched Cardan Capital Partners as an independent advisory firm after leaving Merrill Lynch. With client assets of more than $700 million, Cardan Capital Partners immediately becomes one of the largest independent advisory firms in Colorado.
Based in Denver, Colorado, the firm works with corporate executives, professionals, business owners and entrepreneurs in Denver, Vail and Aspen as well as in major markets nationwide. Cardan Capital Partners collaborates with attorneys, accountants and other advisors to understand their clients’ full financial picture and works with the children of their clients to educate them on investments, financial management and charitable giving.
The team chose the name “Cardan” to reflect their approach to wealth management. The name comes from the “cardan” suspension, a navigational tool used in sailing to ensure a ship’s stability and balance in both calm and rough waters.
“We have always strived for excellence by embracing the most innovative and progressive trends in the financial services industry. The continued evolution of technology and strategic partners in the independent space have made the independent model compelling for our clients and for us,” said Mr. Fox, Managing Partner at Cardan Capital. “Many of our clients appreciate being in the mountains and have vacation homes in ski resorts. We have a passion for serving clients both in the state and those who may be at a distance but who have a deep connection with Colorado.”
“The Cardan Capital Partners team is poised for expansion — both by adding advisors and expanding their geographic footprint,” said Shirl Penney, President and CEO of Dynasty Financial Partners. “We look forward to partnering with them as they build their business and we are proud to add them to our Network of truly independent advisors.”
According to Tim Bello, Partner and Head of Network Development at Dynasty, “With their newly launched independent firm, we expect that the Cardan Capital team will have even greater success building out their business and will become the firm that successful advisors in Colorado and other independent minded advisors in the region will seek to join.”
Cardan Capital Partners will be utilizing Dynasty’s financial services platform of integrated wealth management services and technology. Dynasty’s investment platform integrates proprietary technology, research access, analytical tools, and the support of Dynasty’s home office investment team members. Cardan will also leverage Tamarac’s and Envestnet’s portfolio tools and reporting technology. Schwab will provide custody services with MarketCounsel providing ongoing compliance support.
For more information, please visit www.CardanCapital.com.