We understand there are different ways advisors manage investments to meet the needs of a variety of clients. Different account types can utilize different investment selections based on risk, account size and type, tax sensitivity and various other factors.
Our goal is to provide a range of robust portfolio strategies that align with clients’ long-term investment goals. Dynamic relies on a series of core strategy types (Low Cost ETFs, Multi-Factor, Alternatives and Active) while utilizing a variety of asset types that best represent our investment philosophy and process.
Dynamic Portfolio Design
When designing these strategies, we consider the life stages of a client’s investment journey as a guide to position the portfolios. Simply lowering risk as a client moves through life stages may not be the best solution based on evolving client needs. Choosing the right strategy at each stage may improve the client comfort level and help them reach their long-term goals.
We put risk management first in strategically designing global, well diversified, balanced portfolios that are focused on the long-term. All strategies range from 100% to 30% equity in 10% increments. Download the Dynamic Strategies fact sheet.
High-net-worth (HNW) clients often require an added level of customization and personalized service based on their specific needs. Dynamic specializes in evaluating complex client situations and finding simple solutions for HNW clients. In addition to building custom strategies which could include stocks, bonds, ETFs and alternative investments, we have a variety of unique products to meet specific client situations. Download the High-Net-Worth Solutions fact sheet.
We have identified 4 key life stages to guide our strategies: