Catalyst Financial Partners

Catalyst Financial Partners LLC (CFP) is a registered investment advisor founded in August 2018 and registered with the SEC since December 6, 2018. CFP acts as a fiduciary to its clients, offering investment supervisory/wealth management services to high-net-worth individuals, family offices, and various entities. Clients can participate in CFP's Wrap Fee Program, receiving discretionary and non-discretionary investment advisory services, brokerage transactions, custody, and reporting for a single specified fee. The firm offers diversified portfolio strategies ranging from conservative to aggressive risk tolerance levels. CFP may manage client portfolios with specialized or hybrid strategies not listed. Clients have the option to place reasonable restrictions on investments held in their portfolios. CFP provides financial planning and consulting services upon request, integrating portfolio management into long-range planning and assisting clients in planning their financial futures. The firm's fee structure is based on the complexity of services provided and the level of assets managed, with a minimum account size of $1,000,000. Clients may terminate the investment advisory agreement with a 30-day notice. CFP has implemented a Code of Ethics to ensure adherence to ethical guidelines and prevent the misuse of material non-public information. The firm discloses potential conflicts of interest related to personal trading and compensation received from custodians and promoters. Clients referred by promoters may incur higher fees, including an administrative fee payable to the promoter. CFP reviews accounts regularly and provides performance reports to clients. The firm's privacy policy ensures the confidentiality of client information.