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Investment Objective

Core ETF Portfolio 50


Investment Objective

ETF Balanced Portfolio:

The Dynamic Core ETF Portfolio 50 is a stalwart portfolio that is balanced
between equity ETFs and Dynamic’s core bond strategy. This model may
be suitable for investors seeking a balanced approach to long-term growth.


Dynamic Philosophy

Dynamic Portfolio Services uses a rules-based and process-driven methodology with the objective of delivering risk-adjusted returns, meeting or exceeding applicable benchmarks. Based on more than 50 years of academic research, Dynamic believes asset allocation is the primary driver of portfolio results. We strive to focus on delivering optimized risk-adjusted allocations that are cost and tax efficient. Our passion is to deliver extraordinary value to advisors through an array of portfolio options, consulting, tax management, trade execution, monitoring, rebalancing, ongoing support and practice efficiencies.

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