Investment Objective

Mid-size 60

60% EQUITY / 40% FIXED INCOME

Investment Objective

Multi-factor Equity + Multi-strategy Fixed Income:

The Dynamic Mid-size 60 utilizes our multi-factor equity strategy coupled with our multi-strategy core bond plus fixed income strategy. This model is appropriate for portfolios of $250,000 up to $1 million with a focus on longer-term total return. This portfolio is appropriate for investors with longer time horizons with an ability to tolerate moderate 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 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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