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Investment Objective

Core Portfolio 50

50% EQUITY / 50% FIXED INCOME

Investment Objective

Balanced Portfolio:

The Dynamic Core Portfolio 50 utilizes index-based ETFs for equities,
bonds and REITs. With a target equity allocation of 50%, this portfolio seeks
to minimize cost and diversify across asset classes and sub-asset classes.
This model may be suitable for investors who are focused on longer-term
total return.

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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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