If you're a professional athlete or entertainer (and really, who among us isn't?), Octagon Financial Services may be the firm for you.
The specialty advisor firm counts Olympic gold medalists, NBA, NHL and MLB All-Stars, and NFL Super Bowl champions as clients. And it's now announced a partnership with Dynasty Financial Partners to increase its open-architecture platform offerings.
Dynasty spokeswoman Sally Cates stressed that Dynasty is not an acquisition or "rollup" firm, in that it does not take an equity position in the firms with which it partners. Rather, it is a network of independent financial advisors that benefit from the firm's platform.
Octagon claims to be the world's largest sports and entertainment management and marketing company with 30 years of industry experience. A key component of the agency's offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer. In choosing Dynasty's customized investment platform and reporting tools, OFS looks to "[continue] its leadership position in the industry."