Strategy

Shore Morgan Selects Broker-Dealer Partner

Vanessa Doctor 16 May 2011

Shore Morgan Selects Broker-Dealer Partner

Shore Morgan Young Wealth Strategies, a Columbus, Ohio-based wealth management firm, has selected Capital Analysts as its broker-dealer and registered investment advisor.

Shore Morgan has around $400 million in assets under management. Under the new partnership, Capital Analysts will be focusing on firms with at least $100 million in assets and that provide wealth management services for high net worth customers.

Capital Analysts is a member of Western & Southern Financial Group and operates a flat-fee affiliation model with a platform for both brokerage and fee businesses, as well as an advisor portal. It has affiliations with around 330 financial advisors, and has around $8 billion in assets under management, according to Matt Lynch, the firm's chief executive.

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