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Investment Objective

Tax Deferred Portfolio 40


Investment Objective

DFA Multi-factor + Fixed Income:

The Dynamic Tax Deferred Portfolio 40 utilizes a DFA multi-factor equity sleeve coupled with Dynamic’s core bond fixed income strategy. This portfolio may be is suitable for investors focused on long-term total return with below average volatility.


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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