Dynasty Wealth investment management firm,
Alpha Edge Partners established

January 15, 2020

Dynasty Wealth’s (DW) investment management subsidiary, Alpha Edge Partners (AEP) has been incorporated in the State of Delaware as a limited liability company.        

For AEP to become a SEC registered investment advisor (RIA) as soon as possible will require that AEP be domiciled in the State of New York. The state has an exemption which enables an RIA to immediately be SEC approved. However, to maintain the SEC status will require that AEP have $25 million of assets under management (AUM) within 120 days after the application has been approved. 

Due to the following DW believes that AEP will be able to attract the $25 million of AUM within the allotted time period:

  • The Bull & Bear Tracker from has produced profits for six consecutive months. The cumulative was 34.1% vs. the S&P 500’s 9.5% for the six months ended December 31, 2019. With the signals no longer being available the only way to get access to them will be for a subscriber to become an asset management client.  

  • There are more than 300 subscribers who have been trading the Bull & Bear Tracker.  These subscribers are prime prospects to become investment management clients.

  • Dynasty Wealth’s founders Michael and David Markowski have a plethora of investor contacts. The two brothers have been in the capital markets and financial services industry since 1977 and 1982 respectively.   

  • Since AEP has an advisor to advisor asset management model all of DW’s contacts and subscribers to its BBT will be referred to AEP’s RIA firm partners. Thus, AEP has the leverage to enter into agreements with only RIA firms who will engage AEP to also manage the assets of their clients.

AEP believes that it can be operational as a revenue generating asset manager by sometime in the second quarter of 2020. For a variety of reasons, including the brothers’ contacts and Michael Markowski’s visibility with the major financial publishing media, etc., the brothers believe that AEP is well positioned to move $1 billion of AUM into its advisor partners by end of 2020.  

The business model of AEP is advisor to advisors. AEP has no intention to administrate or manage the assets of any individual investor.  Instead, all investor contacts and subscribers to the Bull & Bear Tracker will be clients of AEP’s RIA firm clients. Due to the model AEP: