Resource
Partners
Free of the constraints of corporate ownership, we are empowered to leverage, on our clients’ behalf, the best-in-class support
As an independent firm, we offer objective advice that is supported by a fee-based arrangement – as opposed to commission-based services found at wirehouses that promote their own products.
Americana Partners is a member 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.
The custodian for our clients’ assets is Schwab Advisor Services and Fidelity Investments, whose objective role, along with those of several other key resource partners, gives our team the ability to serve as a true fiduciary.
Free of the constraints of corporate ownership, we are empowered to leverage, on our clients’ behalf, the best-in-class support from Dynasty and other expert solution providers through an open architecture.
Dynasty’s fully customizable technology platform gives Americana Partners end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
As a registered investment adviser, Americana Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., to serve as custodian to safeguard our client’s assets. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.
We have chosen Fidelity as the broker-dealer custodian for your brokerage account. Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.