John Straus and his partners at FallLine have delivered a new model to the RIA industry, quietly. FallLine is emphatically committed to the UHNW space in the same way Goldman Sachs and JPMorgan are, with one notable exception: you own your business when you partner with FallLine.
Congratulations to John and his team, they just changed the breakaway landscape with a bulldozer.
FallLine Securities LLC, the first wealth management platform designed exclusively for independent private wealth advisors and their ultra-high net worth (UHNW) clients, is delighted to announce that Requisite Capital Management has chosen FallLine as its provider of technology, brokerage and wealth management services.
A New Path for Successful Private Wealth Advisors
Every aspect of our platform, whether it is our broker-dealer, technology, processes, or the investment solutions we assist advisors in sourcing, is purpose-built for ultra-high net worth clients and those advising them.
John Straus, FallLine CEO and Co-Founder
Requisite Capital Management is a fully-integrated wealth management firm led by Douglas John and Bryn Basiardanes Talkington. Doug was formerly a Managing Director at UBS Private Wealth Management, where he advised on approximately $1 billion of client assets, and Bryn a Regional Director at UBS Asset Management. Requisite Capital Management has offices in Dallas and Houston.
FallLine exclusively serves financial advisors who cater to UHNW individuals and families. The firm’s offering enables private wealth advisors to build their own independent hybrid RIA businesses. FallLine’s offering includes:
• A highly-customized, integrated technology platform
• Full-service broker-dealer
• Investment solution support
• Comprehensive transition services
• A network built exclusively for UHNW private wealth advisors
Financial advisors serving the UHNW client segment have been the least likely to form their own companies. The services they need have not been available in a turn-key package and service providers tend to have little experience with the UHNW segment. FallLine solves both issues.
See how FallLine can help you find a new path to success. Learn more at www.falllinesec.com and read the press release.