Our Resource Partners
Proud to be an independent firm, we have the freedom to surround ourselves with best-in-class partners to provide valuable resources and services for our clients.
We have selected Fidelity as the custodian for our clients’ assets, in recognition of the firm’s history, strong institutional reputation and the caliber of the services it makes available to Cyndeo and our clients.
Furthermore, our firm is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.