Resource Partners

As a member of the Dynasty Financial Partners Network, Boulevard accesses the depth and breadth of one of the industry’s pre-eminent advisor platforms, providing unlimited choice of best-in-class resource partners.  For example, we have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co., Inc., to serve as custodian to our clients’ assets.  As a registered investment advisor, we do not hold client assets, but as an independent firm, we can leverage Schwab’s size and experience, financial strength and its range of outstanding services to safeguard your funds.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Boulevard with customizable, open-architecture wealth management solutions. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow Boulevard to act as true fiduciaries to our clients. Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, proprietary analytical tools, and an online research center.

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With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours.

Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.

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Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows Boulevard to assure our clients secure “anytime, anywhere” online access to their total wealth picture. So that we can focus on what we do best – fulfilling your objectives with outstanding service and total transparency – we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Boulevard is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.
Boulevard Insurance Strategies (BIS) is a boutique life insurance and estate planning firm founded by the partners of Boulevard Family Wealth. Ultra-affluent domestic and international clients rely on BIS to design, evaluate and implement advanced insurance solutions in-generational wealth transfer and estate legacy planning, philanthropic legacy planning, family business planning, and corporate continuation planning. Our clients benefit from access to a broad portfolio of retail and private placement life insurance and insurance-dedicated funds used as alternative, non-correlated asset classes to hedge liquidity, income tax, transfer tax, and investment risks. Visit Website