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Investment Objective

Jumbo 80

80% EQUITY / 20% FIXED INCOME

Investment Objective

Multi-factor Equity + Multi-strategy Fixed Income:

The Dynamic Jumbo 80 utilizes our multi-factor equity strategy
coupled with our multi-strategy core bond plus fixed incomed strategy.
This model is appropriate for portfolios of $1 million or more with a
focus on long-term capital appreciation. This model is appropriate
for investors with longer time horizons with an ability to tolerate higher
levels of portfolio volatility.

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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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