Orion's The Weighing Machine

The 5 Key Concepts of Building Successful Investment Models with Dynamic’s Kostya Etus, CFA®

June 13, 2023

Building successful investment models is a multifaceted endeavor, where allocation, security selection, selecting the right model provider, rebalance, and trading best practices can make all the difference. By understanding the key concepts behind building investment models, investment firms can navigate the complexities of the financial markets with confidence. Ultimately, this will provide their clients with optimal investment outcomes and create lasting value for all stakeholders involved.

In this episode, Rusty and Robyn talk with Konstantin “Kostya” Etus, CFA®, Chief Investment Officer at Dynamic Advisor Solutions. In his role, Kostya is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations, including investment people, philosophy, process, portfolios, and performance. Kostya’s experience includes managing mutual funds, ETF strategies, and 529 plans and evaluating investment strategies through a robust due diligence framework, including SMAs, model portfolios, and individual funds.

With specialized experience in asset allocation and security selection of various ETF and mutual fund portfolios, Kostya talks about what goes into building successful investment models, how to choose the best model provider, and what sets investment firms apart. A self-proclaimed movie buff, Kostya also shares a list of recommended summer movies worth watching.

Listen to the full episode on Apple Podcasts, Spotify or Google Podcasts

Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.

Photo: Adobe Stock

Recent News

Dynamic News

Dynamic Advisor Solutions: A Sad Day in Omaha

December 04, 2023

AZ Big Media

5 Considerations for End-of-Year Financial Planning You Need to Know

October 19, 2023

InBusiness Greater Phoenix

Buyer Beware: Is Your Financial Advisor Using AI to Make Investment Decisions?

October 18, 2023

News Release

Introducing Portfolio360: Dynamic Unveils Seamless Advisor Portal Experience To Access its Asset Management Capabilities

October 04, 2023

News Release

Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023, Expands U.S. Network, Serving More than $4 Billion of Client Assets as of August 2023

August 09, 2023

RIA Collective

How Delegating Helps Your Clients with Urban Adams

June 20, 2023

Go to Top