NAPA FIRM PARTNERS
Broker-Dealers & RIAs
CoSource Financial Group
Dynamique Capital Advisors, LLC
Lafayette, LA | cosourcefinancial.com
San Diego, CA | dynamique.com KEY CONTACT(S)
Beau Beaullieu | 337.236.3536 | gab@cosourcefinancial.com
FIRM PROFILE As a firm, CoSource Financial Group is dedicated to servicing the employer sponsored retirement plan market. From implementing new retirement plans, to transitioning existing plans experiencing a lack of fiduciary oversight, CoSource Financial Group can step in as the experts. We enjoy working with each plan sponsor, and their participants, no matter the size of the company or plan.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE • Preferred Provider Program
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• Retirement Sales Desk Representative • Business Development Consultants
KEY CONTACT(S)
Luka Erceg | 858.947.4258 | lerceg@dynamique.com Nela Bogavac | 858.947.4256 | nogavac@dynamique.com
FIRM PROFILE Dynamique Capital Advisors, LLC is a disability-owned business enterprise, founded to provide investment management products and services. We bring special skills to assist clients in planning and organizing the financial strategies of individuals, families, trusts/ endowments, pensions, investment funds and companies. Our experience stems from having worked at the best and largest of U.S. corporations on investments, and having been entrepreneurs raising capital ourselves. We provide a low-cost, modernized 401k/403b solution for SMBs and nonprofits who want more than the limited investment options provided by bargain basement payroll providers and 401k aggregators to support the recruiting and retention of your employees.
PRIMARY MARKET(S) SERVED
• Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services • CRM/Data Aggregation • Internal Rollover Program • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
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NAPA BLACK BOOK 2021
OPTIONS AVAILABLE • Preferred Provider Program • Benchmarking Tools • Allows Fiduciary Declaration 3(21)/3(38)
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