Investment Management Strategies

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Strategies

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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.

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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.

Dynamic Strategies

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 Overview.

View all the Portfolio Fact Sheets.

HNW Solutions

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 Overview.

We have identified 3 key life stages to guide our strategies:

Download the Life Stages infographic

Building Years

Your client, 25-50, is ramping up wealth accumulation though it’s a
delicate balancing act. You’re advising them to set aside a portion of
their earnings in tax-favored accumulation vehicles such as IRAs and
401(k) plans and if they have children, to consider a college savings
program. During this stage, given a greater capacity to save and invest,
a more balanced investment approach may be appropriate.

Retirement

Your client, early 50s-early 60s, has reached their preservation years.
You’re ensuring that their future financial security won’t be
compromised by unnecessary taxes and penalties. At this stage,
investment strategy should be shifting to a more conservative
approach, focusing on preservation of wealth as retirement nears.

Stability

Your client, mid-60s and beyond, can begin to enjoy the fruits of their
hard work and planning. You’ve advised them to plan carefully to enjoy
their retirement years, but your work isn’t done. You’re helping them with estate planning, charitable giving strategies and how best to manage expenses. At this stage, clients may be taking distributions and are more focused on stable income generation within their portfolios.

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Contact Dynamic for your free consultation

Schedule a demo today to find out more and meet the team!

(888) 997-4212

Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.

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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.