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Investment Objective

Monthly Income 40

40% EQUITY / 60% FIXED INCOME

Investment Objective

Multi-factor Equity + Multi-strategy Fixed Income:

The Dynamic Anfield 70 is a blend of our multi-factor equity strategy coupled with an active, fixed income sleeve managed through our sub-advisory relationship with Anfield Capital Management. This model is appropriate for investors with longer time horizons and the ability to tolerate an above-average level 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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