Dynamic’s fees are calculated based on the amount of assets we’re managing per the advisor relationship (e.g., 22 basis points for $25 million of assets managed). Through a tier-based calculation, the blended basis point rate will decrease as the relationship grows. Any sub-advisory fees are negotiated by Dynamic and passed through to the advisor or […]
Portfolio360: Dynamic’s proprietary portal for advisors to engage with Dynamic’s various service teams, as well as a resource center for model information, marketing materials and market commentary provided by the Dynamic Investment Management team. Orion: Available as part of Dynamic’s TAMP service, Orion’s suite of technology products is specifically designed to interact with your clients’ […]
Best-in-class ETF model portfolios with daily cash management and quarterly rebalancing Direct indexing with custom indexes and daily tax-loss harvesting review State-specific Municipal Bonds Tailormade individual bond laddering Broad alternative investment menu Concentrated position solutions Wide variety of customizable high-net-worth solutions
Investment Management: Asset class selection Asset allocation optimization Security selection Due diligence Ongoing investment review and monitoring Portfolio Services: Rebalancing Portfolio consultations & proposal generation Daily cash management review Strategic implementations Tax-conscious transitions and ongoing management Client Communications: Monthly and quarterly market commentary and portfolio briefings Portfolio positioning and performance talking points Investment Management marketing […]
Dynamic delivers complete investment management solutions for wealth advisors and their clients through strategic, global, diversified and balanced portfolios focused on the long-term. At the heart of all we do, we put risk management first. Our risk-focused philosophy guides portfolio development and informs all investment management processes and portfolio decisions. We offer an array of […]