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CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm that is often masked by market performance.
Sanctuary has taken minority stakes in partner firms Concenture Wealth Management and G Squared Private Wealth to create 6 Degrees, a new entity designed to pursue acquisitions in the Southwest. The deal is a model for future Sanctuary investments...
'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.
