TAMP FAQs

A well-tenured investment management team with a broad range of industry experience. Advisors should also expect:

• Best-in-class investment models to support a variety of client objectives and risk tolerance levels.
• Diverse selection of strategies, managers and alternative investments.
• Focus on tax sensitive investment decisions, including mindful account implementations and transitions.
• White-glove services for high-net-worth clients, including custom proposal generation and account opening support.
• A well-defined investment philosophy and process, including a robust due diligence process.

Wealth advisors with goals to grow their practice, provide their clients with a wide range of investment solutions, serve more clients with sophisticated needs and maximize their clients’ chances of achieving better outcomes.

Dynamic delivers complete investment management solutions for wealth advisors and their clients through strategic, global, diversified and balanced portfolios focused on the long-term.

At the heart of all we do, we put risk management first. Our risk-focused philosophy guides portfolio development and informs all investment management processes and portfolio decisions.

We offer an array of investment options, due diligence, portfolio consulting and analysis, and ongoing risk oversight to help clients at any stage along their investment journeys to achieve their long-term goals.

Investment Management:

• Asset class selection
• Asset allocation optimization
• Security selection
• Due diligence
• Ongoing investment review and monitoring

Portfolio Services:

• Rebalancing
• Portfolio consultations & proposal generation
• Daily cash management review
• Strategic implementations
• Tax-conscious transitions and ongoing management

Client Communications:

• Monthly and quarterly market commentary and portfolio briefings
• Portfolio positioning and performance talking points
• Investment Management marketing materials

Front and Back Office Services:

• For advisors and RIAs looking for a full-service RIA solution, see Dynamic’s Core Services.

• Best-in-class ETF model portfolios with daily cash management and quarterly rebalancing
• Direct indexing with custom indexes and daily tax-loss harvesting review
• State-specific Municipal Bonds
• Tailormade individual bond laddering
• Broad alternative investment menu
• Concentrated position solutions
• Wide variety of customizable high-net-worth solutions

• Portfolio360: Dynamic’s proprietary portal for advisors to engage with Dynamic’s various service teams, as well as a resource center for model information, marketing materials and market commentary provided by the Dynamic Investment Management team.
• Orion: Available as part of Dynamic’s TAMP service, Orion’s suite of technology products is specifically designed to interact with your clients’ account information and provides client reporting and an advisor portal. RIAs may also subscribe to Dynamic’s full technology stack and services. See Dynamic’s Core Services.

Fidelity Institutional®, Charles Schwab and Raymond James.

Dynamic’s fees are calculated based on the amount of assets we’re managing per the advisor relationship (e.g., 22 basis points for $25 million of assets managed). Through a tier-based calculation, the blended basis point rate will decrease as the relationship grows. Any sub-advisory fees are negotiated by Dynamic and passed through to the advisor or client.