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All strategies range from 100% to 30% equity in 10% increments.

The primary objective of Dynamic Income is to yield approximately double the income of broad-based bench-marks and Dynamic’s other models, with a secondary objective to maximize long-term risk-adjusted returns while allocating to a broadly diversified variety of asset classes utilizing ETFs.

Utilize non-proprietary ETFs to invest in higher yielding equities, fixed income and alternative investments with higher conviction portfolio tilts and more granular asset class exposures.

*For illustrative purposes only. Allocations are subject to change.

• Lower cost: ETFs typically offer a significant cost savings relative to mutual funds.
• Tax efficiency: ETFs typically distribute fewer capital gains than mutual funds.
• Transparency: ETFs typically report their holdings daily and track an index, providing stability in exposure and risk.

• More Income: Total returns are made up of income and growth of assets. Income is more certain due to the stickiness of dividends (companies are reluctant to cut dividends). Having a higher income can give an investor more peace of mind with returns from an investment.
• Defensive Properties: Dividend paying stocks will generally provide more stable returns by providing consistent income. Additionally, many high dividend payers are in more defensive sectors with cash-rich companies which may hold up better during market downturns.
• Tax Enhancements: Qualified dividends are taxed at the same rates as long-term capital gains, which is generally lower than interest payments from bonds, which are taxed as ordinary income.

• Quality Companies: As inflation eats away at earnings, dividend growers help replenish the coffers by consistently raising income levels. As interest rate changes can disrupt the bond market, dividend growers offer a more sustainable and stable solution to income generation.
• Growing Income: As inflation eats away at earnings, dividend growers help replenish the coffers by consistently raising income levels. As interest rate changes can disrupt the bond market, dividend growers offer a more sustainable and stable solution to income generation.
• Compounding Power: Investing in dividend growers combines the benefits of compounding dividends, compounding growth of dividends, and compounding from the growth in share prices. This allows investors to take more advantage of the power of exponential growth over the long-term.

There is no guarantee that the model portfolios or any investment strategies will work under all or any market conditions. They may not be appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of a downturn in the market. Past performance is not a guarantee of future returns.

Dedicated team helps advisors grow their practices with direct access to professionals in portfolio management and trading.

Risk-focused philosophy aims to deliver balanced portfolios to achieve consistency of returns and ultimately, better client outcomes.

Disciplined, focused and rules-based investment framework supports asset allocation, security selection, investment themes, rebalancing and trading.

Schedule a demo today to find out more and meet the team!

(888) 997-4212

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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.