We put risk management first in strategically designing global, well diversified, balanced portfolios that are focused on the long-term.

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

Investment Objective

The primary objective of Dynamic Tax Aware is to focus on reducing the tax burden for tax sensitive clients, with a secondary objective to maximize long-term risk-adjusted returns while allocating to a broadly diversified variety of asset classes utilizing ETFs.

Investment Approach

Utilize non-proprietary ETFs to invest in tax-advantaged investments such as municipal bonds with higher conviction portfolio tilts and more granular asset class exposures.

Asset Class Breakdown 60/40

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

Why ETFs?

  • 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.

Why Be Tax Aware?

  • After-Tax Returns: While investors generally focus on pre-tax returns on portfolio statements, they certainly feel the pain when filing their annual tax returns. Investing in securities which may be exempt from certain taxes increases the overall benefit to investors in the form of enhanced after-tax returns.
  • Rising Taxes: As your wealth increases, so do your tax rates. Since bond interest is taxed as ordinary income, it may be prudent to diversify your fixed income exposures into more tax efficient investments.
  • Gain Preservation: By paying less in taxes, investors get to keep more of their gains. These extra proceeds can be reinvested and help to compound and strengthen future portfolio growth.

Why Municipal Bonds?

  • Tax Reduction: Interest from municipal bonds is generally exempt from federal taxation, allowing investors to keep more of the income they generate. For example, a municipal bond yielding 4% for an investor with a 30% income tax rate has a tax-equivalent yield of 5.7%.
  • Enhanced Diversification: There is a wide variety of municipal bonds in the marketplace. They are differentiated by issuing state, municipality, credit quality, and purpose (revenue bonds, school bonds, etc.). A portfolio of municipal bonds can achieve a high level of diversification, not unlike a portfolio of traditional bonds.
  • Lower Risk: Given that municipal bonds are typically issued by government entities, they generally have a higher credit quality and an increased probability of returning principal.

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.

What Sets Us Apart?


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.

Contact Dynamic for your free consultation

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

(888) 997-4212

    What problem are you looking to solve for your practice?

    We treat inquiries with complete confidentiality.

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

    The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

    Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

    Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

    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.