DW establishes relationship with Aliso who has
RIA network with $1.4 Trillion AUM

November 12, 2019

Due to a new development Dynasty Wealth could reach its goal of having $10 billion of assets under management (AUM) much faster than was originally anticipated. Last week we met with Aliso Advisors, which provides compliance and other services to licensed US investment advisors or managers.

The firm’s advisor clients currently have an aggregate of $1.4 trillion of assets under management (AUM).

Since the Bull & Bear Tracker is one of the few investment vehicles that produces profits in declining and volatile markets the majority of Aliso’s clients will want to allocate 5 to 10 percent of their AUM to trade the algorithm as soon as possible. To understand why read August 2019 Seismic shift memo.

Because the demand for the algorithm could far exceed its $10 billion capacity very quickly Dynasty Wealth intends to utilize a methodical or controlled strategy to grow its AUM. The strategy will reduce the partnership’s risk.

Additionally, Aliso Advisors will soon finish its development of the first online alternative investments portal that is geared to investment advisors and managers. The portal will enable advisors to significantly increase their asset allocations for private equity and startups, etc.

Since Dynasty Wealth also has startups and private equity expertise it believes that the Aliso portal can be leveraged to produce substantial capital gains for the partnership.

The addition of capital gains from startups to the equation would increase the cash flows to well above the projections that were sent last month. The next partner memo will provide more details on this. For the most recent partner cash flow and valuation projections see October 2019 memo.