Strategic Capital

Our Acquisition Strategy

With nearly $1.6 trillion of assets currently managed by advisors expected to retire between 2025 and 2030, Sanctuary will assert ourselves as a willing buyer in the marketplace. An estimated 111,500 advisors will retire in that five-year span, and 22% of them are unsure of their succession plans.

Empowering Growth

By creating a mutually beneficial platform for these assets, existing and prospective partner firms will further realize their growth opportunities with Sanctuary, through our acquisition strategy – a natural evolution for our firm as the traditional advisory market marches towards aging out.

Flexible capital options

We invite established RIAs and IBDs to learn how you can solve your growth and succession challenges by working with us – either by joining our network as a partner firm in your own right or selling your practice to one of our existing partner firms or to Sanctuary Wealth ourselves.

Partnership Program

We have a specific program to provide financing to our partner firms for targeted acquisitions, while taking a minority stake in the new businesses. Deploying capital to acquire highly desirable practices in partnership with Sanctuary’s partner firms is specifically designed to accelerate the growth of those firms in an extraordinary way.

Our Partnership Program will help you quickly extend the trajectory of your firm –

whether it’s to help grow your current practice, expand its geographic footprint, add on specialized offerings and niche solutions, leverage scale to further enhance your profitability, or – if you’re retiring – ensure your client relationships transition to a new practice that’s committed to truly serving their best interests.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds