Octagon Financial Services (OFS), which bills itself as the world’s largest sports management and marketing company, today announced it has aligned with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.
OFS has three North American offices and operates an independent investment advisory unit that provides financial planning, investment advice, bill pay and many other concierge-like services to celebrities, entertainers, and professional athletes. This in-house financial services division is a key component of the agency’s offerings.
“For our clients, capital preservation and financial planning are the most crucial elements,” Frank Zecca, one of the agency’s senior vice presidents, said in a statement. “Their peak earning years typically occur at a very young age and their assets have to provide security far after their careers come to an end.”
New York City-based Dynasty Financial Partners develops, sources and integrates wealth management capabilities for independent investment advisor teams by offering solutions and technology designed to help advisors protect and grow their clients’ wealth.
“One of the many things we feel we can deliver is solutions for these types of clients that may not fit into a more traditional model,” said Shirl Penney, Dynasty’s president and CEO.