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Independent Firm Cardan Capital Enters The Fray In Colorado – Family Wealth Report
November 10, 2015
A group of former Merrill Lynch employees have been lured by the independent advisory model, setting up shop in The Centennial State.
Denver, CO-based Cardan Capital Partners has become the most recent independent advisory firm to launch through Dynasty Financial Partners, with over $700 million in client assets.
Founding partners Ross Fox, Matthew Papazian, Marti Awad and Sarah Keys created Cardan Capital Partners as an independent advisory firm after leaving Merrill Lynch.
Cardan works with corporate executives, professionals, business owners and entrepreneurs in Denver, Vail and Aspen, as well in other major US markets.
“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 Fox. “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.”
Cardan will use Dynasty’s platform of wealth management services and technology. It will also use Tamarac’s and Envestnet’s portfolio tools and reporting technology. Schwab will provide custody services and Market Counsel will provide compliance support.