Cribstone Capital Management, a Maine-based investment advisor, has partnered with Dynasty Financial Partners to be launched as an independent RIA.
Cribstone – which has $425m in assets under management – will leverage Dynasty’s fully open architecture platform, with Charles Schwab providing custody services.
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The alliance will also enable Cribstone to access the integrated Dynasty Desktop Advisor Portal, which includes industry-leading proprietary research from Wilshire Associates and Callan Associates and Envestnet’s portfolio tools and reporting technology.
Scott Upham, Cribstone’s managing partner and director of wealth management, created the firm two years ago as an affiliate of Ameriprise Financial with Odette Galli joining the firm as partner and investment strategist in 2013.
Dynasty Financial Partners partner and director of network development Tim Bello said: "With their newly launched independent firm, we expect that Scott, Odette and John will have even greater success building out their business and will become the firm that successful advisors in Maine and other independent minded advisors in New England will seek to join."
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