Biz Money: Cribstone Capital Management Partners with Dynasty

Authors

Lori Valigra

Source

Mainebiz

Date

5-18-2015

Pages

11

Abstract

Brunswick-based Cribstone Management has partnered with Dynasty Financial Partners, a developer of high-end, open architecture wealth management solutions and technology. Dynasty will help Cribstone transition into an independent registered investment adviser firm. Seventy-five percent of Cribstone’s clients are high net worth Mainers, who generally give to philanthropies with environmental ties.

Subjects

Wealth--Management, Portfolio management

Recommended Citation

Valigra, Lori, "Biz Money: Cribstone Capital Management Partners with Dynasty" (2015). Maine News Index – MaineBiz. 6352.
https://digitalcommons.portlandlibrary.com/news_mainebiz/6352