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Investment Objective

High Growth ETF 70

Investment Objective

Index + Multi-factor ETFs:

The Dynamic High Growth ETF 70 portfolio for large accounts is a mix of
index, sector and multi factor ETFs and funds. The portfolio is designed
to aim for high growth at a reasonable risk with both equities and bonds.
This portfolio may be suitable for investors with more than $1,000,000 of
managed household assets who are focused on longer-term total return.


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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