As an independent Wealth Management Practice we are able to provide you with custom financial advice and solutions designed to help you achieve your goals. We are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs and held to our fiduciary standard.
However, independence doesn’t mean that we are alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain we can provide for all your financial needs — now and in the future.
Fidelity Institutional SM
OWL Private Wealth Advisors will custody your assets with Fidelity Institutional SM (FI). FI provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement record keepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 04/30/2021.1
Our relationship with Kestra PWS provides us with the flexibility and resources to deliver premier service solutions to all of our clients. With this association, OWL Private Wealth Advisors can further provide a wide range of investment resources, technology, and an enhanced commitment to serving you.
Kestra PWS is a wholly-owned subsidiary of Kestra Financial. With more than $96 billion in assets under advisement.2 Kestra Financial is comprised of two affiliates: Kestra PWS, a Registered Investment Advisor (RIA), and Kestra Investment Services, LLC (Kestra IS), a top 10 Broker-Dealer.3
- An RIA is responsible for providing investment advice and acting as a fiduciary in financial matters.
- A Broker-Dealer supports independent financial advisors by facilitating trades according to a client’s instructions.
Albridge Wealth Reporting and Insights is an award-winning, innovative solution that allows OWL Private Wealth Advisors to present a complete, holistic view of client assets—including those held away.
eMoney is a financial planning tool that offers a robust platform for in-depth financial planning and personal cash flow analysis.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial and wealth advisor profession. Redtail delivers next-generation technology to the financial services industry and will assist OWL Private Wealth Advisors manage their client relationships.
Morningstar, Inc. is a global financial services firm headquartered in Chicago, Illinois. It provides an array of investment-research and investment-management services.
Egnyte provides secure Enterprise File Sharing and Content Governance built from the Cloud down. Egnyte is the only secure content platform built specifically for businesses. With thousands of customers worldwide, in a variety of different vertical markets, Egnyte delivers secure content collaboration, compliant data protection and simple infrastructure modernization; all through a single SaaS platform.
1. Data as of 4/30/2021.
2.As of Dec. 31, 2020, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services.
3. #9 Independent Broker-Dealer by Gross Revenue (Think Advisor), 2020 Broker-Dealer Reference Guide.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Investments and Fidelity Institutional SM (together "Fidelity") is an independent company unaffiliated with Kestra and OWL Private Wealth Advisors ("OPWA"). Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between you financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by OPWA and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC. 918171.2.0
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). OWL Private Wealth Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. OWL Private Wealth Advisors and Kestra IS are not affiliated. Third-party website references are provided for your information only. Kestra IS and Kestra Private Wealth do not endorse, nor accept, any responsibility for content. Kestra IS and Kestra AS does not independently verify this information, nor do we guarantee its accuracy or completeness.