FOR IMMEDIATE RELEASE
Max Offers 20x National Savings Account Rate While Fully-liquid and FDIC-insured
New York, NY — July 23, 2018 — Dynasty Financial Partners today announced the addition of Max, a cash solution, to its network of over 45 independent wealth management firms. Max, a service provided by Six Trees Capital LLC, enables advisors to deliver increased FDIC insurance coverage and superior returns on cash holdings for high net worth clients while acting as an asset discovery tool for advisors.
“We continuously strive to bring Dynasty’s advisors the market’s best and most innovative offerings,” said Joseph Dursi, Director of Investments at Dynasty Financial Partners. “High net worth clients often maintain significant cash positions, and Max provides our advisors a beneficial cash management solution with competitive returns.”
Dynasty’s investment team selected Max to assist financial advisors within its network in addressing the cash management needs of individual investors, companies, and institutions. Future integration with advisor reporting solutions is planned to enhance portfolio tracking capabilities.
“Dynasty Financial Partners is a premier platform for independent wealth management firms, making it an ideal partner to offer Max, often cited as a fiduciary solution for cash,” said Michael Halloran, Head of Business Development and Partnerships at Six Trees Capital LLC.
Max can be linked to primary checking accounts as a high-yield cash sweep or integrated with brokerage accounts as a separately managed account for strategic cash allocations.
Dynasty Investment Platform
Dynasty’s investment platform achievements:
- Approximately $15.4 billion in total platform assets.
- Comprehensive investment solutions, including Advisor as Portfolio Manager tools, custom UMA/SMAs, and Outsourced Chief Investment Officer (OCIO) services.
- Tech-enabled access to hedge funds, private investments, multi-manager private equity, and private credit solutions.
- Investment banking partnerships providing bespoke hedging, monetization, structured products, and capital-raising advisory services.
About Dynasty Financial Partners
Dynasty Financial Partners provides integrated management capabilities and registered investment advisory services to leading independent investment advisory firms. Its customized, open-architecture wealth management solutions and technology platform support advisors in protecting and growing client wealth, offering capital access to help advisors expand their businesses. Dynasty operates on the principle of “objectivity without compromise,” empowering advisors as true fiduciaries.
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About Six Trees Capital LLC
Six Trees Capital LLC is a financial technology firm offering Max, enabling advisors and individuals to earn higher yields on FDIC-insured cash. Max members currently earn up to 1.81% on fully-liquid cash, significantly above the national average savings rate of 0.09%. Six Trees Capital LLC is based in New York City.
Learn more:
- Individuals: MaxMyInterest.com
- Advisors: MaxForAdvisors.com
Media Contacts
Dynasty Financial Partners
Sally Cates
+1 (212) 373-1000
sallycates@dynastyfinancialpartners.com
Six Trees Capital LLC
FiComm Partners
Abbie Sheridan
+1 (917) 636-4803
press@maxmyinterest.com