Dynasty Financial Partners Announces Sponsorship of Iconic Del Mar Racetrack
26 Julio 2024 - 9:00AM
Business Wire
Introducing the Dynasty Winners
Circle
Dynasty Financial Partners, through its affiliate Dynasty Wealth
Management, LLC, is proud to announce its sponsorship of the Del
Mar Racetrack in San Diego, California. Founded in 1937 by
legendary entertainer Bing Crosby, Del Mar is one of the most
iconic horse racing venues in the United States, known for its
stunning seaside location and distinctive history.
“A day at the Del Mar racetrack is a special experience that
attracts fans from around the world,” said Dynasty’s Founder and
CEO Shirl Penney. “Our sponsorship will offer our employees, and
our Network Partners and their clients a unique opportunity to
embrace the rich tradition of horse racing at a venue that is
unmatched.”
The news of Dynasty’s Del Mar sponsorship comes shortly after
the firm announced it surpassed $100 billion in platform
assets.
As part of the sponsorship, the Winners Circle will be branded
the “Dynasty Winners Circle” for the 2024-2025 season. This
partnership will help enhance Dynasty’s presence on the West Coast,
particularly as a showcase for Dynasty Connect services among
high-net-worth individuals in southern California.
Dynasty Connect, a program of Dynasty Financial Partners, is an
end-client referral program that matches high-net-worth and
ultra-high-net-worth families with independent financial advisors.
Dynasty has more than 400 financial advisors from around the U.S.
on its platform.
“As a longstanding and avid fan of horse racing, I am proud that
Dynasty is now part of Del Mar’s enduring history,” said Mr.
Penney.
Dynasty is committed to supporting high-profile events and
figures that resonate with its brand values. Other Dynasty sports
sponsorships have included support for the professional and
charitable work of pickleball champion Anna Leigh Waters, and a
project with Julio Rodriguez, Major League Baseball’s Rookie of the
Year in 2022.
About Dynasty
Dynasty is a provider of technology-enabled wealth management
solutions and business services for financial advisory firms
primarily focused on serving high net worth and ultra-high net
worth clients. Dynasty provides access to a comprehensive platform
of software and technology tools, business services and holistic
investment management capabilities through an open-architecture
platform delivered via a suite of proprietary and third-party
technologies. Dynasty’s technology, tools and services provide
advisory firms the supported independence to launch their business,
scale their operations and grow their firms — both organically and
inorganically — while also allowing them to be more focused on and
better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of
independent wealth management for high net worth and ultra-high net
worth clients and has contributed to the movement of assets from
traditional brokerage channels to the independent channels of
wealth management. As Dynasty is becoming a recognized industry
leader, Dynasty has differentiated itself by developing competitive
strengths, including a deep understanding of and strong
relationship with its clients, a comprehensive offering of services
and technology-enabled solutions, the ability to leverage its size
and breadth to invest, the flexibility and seamlessness enabled by
a modular technology solution, the entrepreneurial culture and
experienced and committed management team. Dynasty is committed to
continually growing its business by facilitating existing advisory
firm clients’ growth, onboarding new clients, increasing the
clients’ use of its broader capabilities, launching additional
solutions and facilitating out complementary acquisitions.
For more information, please visit
www.dynastyfinancialpartners.com.
Also visit Dynasty on social media: LinkedIn:
https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP Youtube: http://bit.ly/1MKXhC8
Dynasty Connect is a service offered through Dynasty Wealth
Management, LLC, an SEC registered investment adviser and a wholly
owned subsidiary of Dynasty Financial Partners, LLC.
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Sally Cates sallycates@dynastyfinancialpartners.com
646-704-4500