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