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PHOENIX, March 31, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, is listed for the third consecutive year in the 2022 edition of America’s Best TAMPs™, published by The Wealth Advisor, part of Marina Media, LLC.
The publication’s 11th annual “winner’s list” features 25 of the leading turnkey asset management programs (TAMPs) in the U.S., representing nearly $2 trillion in managed wealth. Dynamic’s U.S. network comprises approximately 80 wealth advisory practices in 17 states; it includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving more than 5,000 clients and approximately $3.5 billion in assets.
In a news release by The Wealth Advisor to announce the launch of this year’s guide and Digital Dashboard, the 2022 edition includes well-known names such as Orion, Envestnet, AssetMark, SEI and Morningstar Managed Advisor Wealth Platform.
According to Scott Martin, editor-in-chief, America’s Best TAMPs, “Advisors’ clients want consistency, speed and an increasingly integrated financial experience. Continued innovation ensures that today’s advisors have a diverse set of TAMP providers from which to choose, from integrated sets of investment models to wide-open architectures, each offering a different set of capabilities, managers and technologies. Everyone in the guide and dashboard is ahead of the curve and invested in the right places.”
Accessible to advisors via the Digital Dashboard, Dynamic delivers complete investment management solutions for wealth advisors and their clients through global, diversified and balanced portfolios. A risk-focused philosophy guides portfolio development, informing all investment management processes and portfolio decisions.
“As Dynamic accelerates development of institutionalized asset management services, we have witnessed an increasing number of advisors looking for a portfolio management partner as they’ve come to rely on our investment management team to solve complex client situations,” said Dynamic founder and Chief Executive Officer Jim Cannon.
He added, “Our inclusion in this year’s America’s Best TAMPs underscores our commitment to empowering our advisors with the latest capabilities to grow their clients’ assets at any stage along their investment journeys.”
For more information on Dynamic’s range of investment options, due diligence, portfolio consulting and analysis, and ongoing risk oversight, contact the Investment Management team at (800) 257-3840, ext. 4 or firstname.lastname@example.org
For more information and to download a complimentary copy of America’s Best TAMPs 2022 guide, click here. For updated information on the winners list, access the Digital Dashboard here.
About The Wealth Advisor
Since 2009, The Wealth Advisor has provided news, opinion and education for wealth managers and advisors alike. The outlet brings their readers the latest insights vital to their business, reducing the need to pour through dozens of news and industry publications. Headquartered in Los Angeles, California with correspondents in LA, New York and beyond, The Wealth Advisor is part of Marina Media, LLC. Visit www.TheWealthAdvisor.com.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors who value independence and want to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business and investment solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit dynamicadvisorsolutions.com.
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
The Wealth Advisor, TheWealthAdvisor.com and The Wealth Advisor e-newsletter (TWA) are not affiliated with any of the providers in the report. Dynamic makes no representations or warranties of any kind regarding the content of America’s Best TAMPS 2022 or any products or services described herein, including any warranties, express or implied, as to the accuracy, timeliness, completement or suitability of such content or products and will not be liable for any damages (including, without limitation, damages for lost profits) which may arise from the use of any participating provider’s services. Dynamic paid a promotional fee to TWA to be included in this report. TWA commissioned an independent survey of its registered subscribers in December 2021. The survey was designed to uncover advisor familiarity and attitude toward various TAMP platforms. The findings presented are based on aggregated response and reflect relative brand penetration, as well as user satisfaction and quality of experience.