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Strategies

Tailored Strategies for Unique Needs

At Dynamic, we recognize that each client has unique needs that require tailored investment solutions. We offer a broad range of robust portfolio strategies, designed to align with each client’s long-term goals. We focus on providing flexibility to accommodate various account types, risk tolerances, tax considerations and other factors.

Risk management is at the core of every strategy we design. Our globally diversified portfolios are built for the long term, with equity allocations ranging from 100% to 30%, in 10% increments.

Download the Strategy Overview
Strategy Types:

Total Return

Income

Tax Aware

Defensive

Asset Types:

Low-Cost EFTs

Multi-Factor

Active

Alternatives

Dynamic Portfolio Design

We design portfolios based on each client’s investment journey. Rather than just reducing risk as clients move through different life stages, we focus on selecting the right strategy at each stage to better align with their evolving needs and enhance long-term success.

HNW Solutions

High-net-worth (HNW) clients often require specialized, customized strategies. Dynamic excels in creating personalized solutions, from stocks and bonds to alternative investments. We provide tailored portfolios that address the unique needs of each client, offering strategies that simplify complex financial situations.

Download the HNW Solutions Overview

3 Key Life Stages We Focus On

As your clients progress through different life stages and their needs change, simply lowering risk may not be the best approach to achieving their long-term financial goals. Selecting the right investment strategy at each stage of their journey can help optimize outcomes and increase the likelihood of success.

Download the Life Stages Infographic

Building Years

For clients aged 25-50, wealth accumulation is key, balancing savings in tax-advantaged accounts like IRAs and 401(k)s, along with college savings if they have children. A balanced investment approach is often ideal during this stage, as they have a greater capacity to save and invest.

Solution: Dynamic Smart Strategy

Dynamic Smart Strategy invests in multi-factor (Smart Beta) equity exposures and actively- managed mixed income with higher conviction portfolio tilts and more granular asset class exposures.

Stability

For clients in their early 50s to early 60s, the focus shifts to wealth preservation. A more conservative investment strategy helps protect their financial security as retirement approaches, minimizing taxes and penalties.

Solution: Dynamic Defensive Strategy

Dynamic Defensive Strategy invests in exposures with more defensive attributes that can help protect portfolios on the downside during market corrections while participating in market upsides.

Retirement

For clients in their mid-60s and beyond, the focus shifts to enjoying retirement while managing estate planning, charitable giving and expenses. At this stage, clients prioritize stable income generation and may begin taking distributions.

Solution: Dynamic Income Strategy

Dynamic Income Strategy invests in allocations focused on income generation such as dividend stocks and higher yielding sectors.

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.

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Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.

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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.

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