Creative Planning, a $210 billion Overland Park, Ka.-based RIA, announced today that it has entered a strategic relationship with Goldman Sachs Advisor Solutions.
Under the agreement, Goldman Sachs Advisor Solutions will provide services to Creative Planning's clients as an institutional custodian.
“This important engagement with Goldman Sachs comes at a pivotal moment as we continue to elevate Creative’s offering to meet our clients’ complex financial needs,” said Peter Mallouk, president and CEO of Creative Planning, in released comments. “By deepening our partnership with Goldman Sachs, our custody relationship allows us to benefit from an expanded set of capabilities and access to their unique products, services, and intellectual capital.”