TAMP Portfolio360
Discover Portfolio360: Dynamic’s TAMP Solution
Want to keep your own tech stack while outsourcing asset management? With Portfolio360, you can.
Designed for non-affiliated RIAs, Portfolio360 gives you direct access to Dynamic’s experienced Asset Management team — without needing to adopt our core platform or advisor services.
This custom-built advisor portal integrates seamlessly into your existing systems, minimizing disruption while giving you full access to Dynamic Strategies: a suite of diversified, risk-focused portfolios built to help support your clients’ long-term goals.
ETFs that Work Smarter for Your Clients
Built to maximize long-term, risk-adjusted returns, our Total Return ETF strategies offer flexibility, transparency and a range of portfolio styles to suit different client needs and investment goals.
Dynamic Core
A streamlined, cost-efficient portfolio using passive ETFs with light tilts for broad market exposure.
7–12 holdings
$25K minimum
Fund expenses: 5–6 bps
Dynamic Smart
A factor-based approach that blends Smart Beta equity with actively managed fixed income, offering more conviction-driven tilts.
11–18 holdings
$150K minimum
Fund expenses: 32–41 bps
Dynamic Custom HNW
Tailored portfolio construction for high-net-worth clients, leveraging ETFs, individual stocks, bonds and alternative investments to align with personalized objectives.
$2M minimum per client
Tailored ETF Strategies for Real-Life Goals
Targeted, objective-based ETF solutions built to align with your clients’ specific financial goals — whether that’s generating income, reducing risk or managing taxes.
Dynamic Income
Designed for clients seeking higher cash flow, this strategy blends income-generating equities and fixed income with the goal of delivering approximately double the income of broad benchmarks and other Dynamic models.
Dynamic Defensive
Built for risk-averse investors, this strategy emphasizes lower-volatility, buffered holdings intended to weather market downturns — with a target of 15–20% less risk than broad benchmarks.
Dynamic Tax Aware
For tax-sensitive clients, this strategy focuses on minimizing tax impact through intentional asset selection and allocations to tax-advantaged investments like municipal bonds.
TAMP Portfolio360 FAQs
- Strategic investment models to support a variety of client objectives and risk tolerance levels.
- Diverse selection of strategies, managers and alternative investments.
- Focus on tax sensitive investment decisions, including mindful account implementations and transitions.
- White-glove services for high-net-worth clients, including custom proposal generation and account opening support.
- A well-defined investment philosophy and process, including a robust due diligence process.
Wealth advisors with goals to grow their practice, provide their clients with a wide range of investment solutions, serve more clients with sophisticated needs and maximize their clients’ chances of achieving better outcomes.
Dynamic delivers complete investment management solutions for wealth advisors and their clients through strategic, global, diversified, and balanced portfolios focused on the long-term.
At the heart of all we do, we put risk management first. Our risk-focused philosophy guides portfolio development and informs all investment management processes and portfolio decisions.
We offer an array of investment options, due diligence, portfolio consulting and analysis, and ongoing risk oversight to help clients at any stage along their investment journeys to achieve their long-term goals.
Investment Management:
- Asset class selection
- Asset allocation optimization
- Security selection
- Due diligence
- Ongoing investment review and monitoring
Portfolio Services:
- Rebalancing
- Portfolio consultations & proposal generation
- Daily cash management review
- Strategic implementations
- Tax-conscious transitions and ongoing management
Client Communications:
- Monthly and quarterly market commentary and portfolio briefings
- Portfolio positioning and performance talking points
- Investment Management marketing materials
Front and Back Office Services:
- For advisors and RIAs looking for a full-service RIA solution, see Dynamic’s Core Services.
- Strategic ETF model portfolios with daily cash management and quarterly rebalancing
- Direct indexing with custom indexes and daily tax-loss harvesting review
- State-specific Municipal Bonds
- Tailormade individual bond laddering
- Broad alternative investment menu
- Concentrated position solutions
- Wide variety of customizable high-net-worth solutions
- Portfolio360: Dynamic’s proprietary portal for advisors to engage with Dynamic’s various service teams, as well as a resource center for model information, marketing materials and market commentary provided by the Dynamic Investment Management team.
- Orion: Available as part of Dynamic’s TAMP service, Orion’s suite of technology products is specifically designed to interact with your clients’ account information and provides client reporting and an advisor portal. RIAs may also subscribe to Dynamic’s full technology stack and services. See Dynamic’s Core Services.
Fidelity Institutional®, Charles Schwab and Raymond James.
Dynamic’s fees are calculated based on the amount of assets we’re managing per the advisor relationship (e.g., 22 basis points for $25 million of assets managed). Through a tier-based calculation, the blended basis point rate will decrease as the relationship grows. Any sub-advisory fees are negotiated by Dynamic and passed through to the advisor or client.
Together, We’re Ready
for What’s Next
Dynamic was designed for advisors at pivotal career moments. Allow us to bring together the people, resources and technology to customize a solution for you.