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 have identified 4 key life stages to guide our strategies:

Download the Life Stages infographic