Most significant development throughout
Dynasty Wealth’s history has occurred
June 20, 2020
Dynasty Wealth’s (DW) Alpha Edge Partners (AEP) has entered into a strategic partnership with LionsGate Advisors (LGA), an SEC registered investment advisor (RIA). This is the most significant development for Dynasty Wealth since it was founded.
Below are the four reasons why:
- LionsGate is now in the process of liquidating all of the stocks and bonds in its client accounts. The proceeds will be invested into AEP’s investing strategies including its algorithms and the other alternative investing products that are available at DW’s BullsNBears.com.
- AEP will receive a majority of the fees that LGA receives from its clients.
- LGA’s principals are going to market and sell AEP’s investing strategies to 195 other independent RIA firms who they are affiliated with.
- LGA assembled six AEP investing strategy products which are now available on its website. Three of the strategies include the client being invested in private companies or startups.
The most significant of the above four items is LGA’s offering three strategies which include a portion of a portfolio being dedicated to startup investing. Here are the reasons why:
- Dynasty Wealth’s startups business has gone from a push to a pull. Prior to this development, DW was dependent on finding individual investors to invest in one of its startups. Now it will be able to utilize funds that have been pre-allocated to AEP by LGA and other RIAs for its startups. Because of the JOBS ACT DW will also become the leader in providing a secondary market for the shareholders of private startups.
- With Dynasty Wealth having capital dedicated to startups through AEP it will be able to do the following:
- Attract the highest quality startups
- Negotiate higher fees and equity incentives from all of its startups
Perhaps, the most important outcome from this new development is that LGA is all-in. It’s changed its business model and asset allocations for its clients to FULLY leverage DW’s products. The CEO of the firm, Jonathan Krueger, who is in his early 40s, is a visionary. He is intently focused to fully leverage all of Dynasty Wealth’s investing strategies, products and experience.
AEP is making an online presentation to LGA’s clients on Monday June 22, 2020 at 7:30PM EST. All DW partners and AEP’s investment management prospects are invited to attend. Click the button below to register to attend the LGA event.
To view AEP’s six investing strategies on LGA’s site click the link below.
https://lionsgateadvisors.com/services/alpha-edge-tracker-portfolios/
The links below are to other Dynasty Wealth partner updates which pertain to AEP, BullsNBears.com and the Money Show, etc.:
April 30, 2020, Alpha Edge Partners
April 17, 2020, Dynasty Wealth partners update
February 1, 2020, BullsNBears.com emerges to contribute revenue and profits
February 15, 2020, BullsNBears.com’s launch at Money Show a big success