NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners announced today that Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC. Based in Madison, Wisconsin, bluepoint Investment Counsel is largely focused on the complex needs and issues of higher education institutions, non-profits and the ultra high net worth marketplace.
Michael Hull and Patrick Hull created bluepoint after leaving Morgan Stanley Smith Barney where they had been Institutional Consulting Directors of Graystone Consulting. Michael Hull has been recognized as one of America's Top 1,000 Advisors by Barron's magazine each year since 2009 (February 2009) and the group has been recognized as a leading OPEB (other post-employee benefits) and retirement plan advisor in Plan Sponsor Magazine (January 2012). Having consulted for over two decades, the Hulls provide assistance in the areas of investment policy, portfolio design, investment selection and performance monitoring. They have extensive experience providing fiduciary guidance to public pensions, universities, fraternal organizations, healthcare organizations, retirement plans, non-profit entities and endowment funds.
“Patrick and I are excited to be launching bluepoint. The ability to comprehensively address the needs of our clients without external conflict or pressure is in the best interest of both our institutional and ultra high net worth clients. We have built an exceptional business over the past 20 years. Creating bluepoint sets us above and beyond what we have been able to do in the past, and is the best plan for our clients now,” said Michael Hull.
“The Hull brothers have a strong track record working with the nation's largest families, foundations and endowments. They are now well positioned to broaden their business by hiring additional advisors and expanding their footprint. At Dynasty, we are delighted to be partnering with bluepoint,” said Shirl Penney, President and CEO of Dynasty.
Joining Michael and Patrick are Ariana Neuner and Kent Costello - both had been Financial Advisors with Graystone Consulting. Lauren Kelly- Chief Financial Officer and Natasha Augustine- Senior Investment Analyst are also joining bluepoint from Morgan Stanley Smith Barney.
bluepoint will leverage Dynasty's state-of-the-art capabilities, including technology, managed investments, institutional research, trust and insurance services and credit facilities. bluepoint is the fourteenth independent advisory firm to join Dynasty's wealth management platform and brings expertise in both institutional and private families to the Dynasty Network of advisors.
About bluepoint Investment Counsel
bluepoint Investment Counsel, LLC was launched in June 2012 as an independent, SEC-registered investment advisory firm. Based in Madison, Wisconsin, bluepoint is largely focused on the institutional marketplace providing assistance in the areas of investment policy, investment search and selection, portfolio design and performance monitoring. The firm provides consulting services to public pensions, universities, fraternal organizations, hospitals and healthcare organizations, retirement plans, non-profit entities and endowment funds.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates the finest wealth management capabilities for the industry's leading independent investment advisor teams. Dynasty offers a customized open-architecture platform of wealth management solutions and technology to help independent advisors protect and grow their clients' wealth. Dynasty¹s core principle is ‘objectivity without compromise,’ and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com.
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