ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Direct Indexing
    • Disruptive Technology
    • Energy Infrastructure
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Financial Literacy
    • Fixed Income
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Multifactor
    • Night Effect
    • Portfolio Strategies
    • Responsible Investing
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. ETF Strategist Channel
  2. Dynamic Announces Enhanced ETFs And A Portal for RIA Access
ETF Strategist Channel
Share

Dynamic Announces Enhanced ETFs And A Portal for RIA Access

Dynamic Advisor Solutions   Mar 01, 2023
2023-03-01

_Global, well-diversified, balanced portfolios available beyond Dynamic network, solve range of client situations _

View the news release on Businesswire

PHOENIX, March 1, 2023—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced a collection of enhanced ETF strategies developed to meet the needs of a range of client situations from basic to highly complex. The Dynamic Strategies were designed by the firm’s asset management leadership team, taking into consideration the evolving life stages of a client’s investment journey to align with long-term investment goals. The portfolios were created to be global, well-diversified and balanced, ranging from 100% to 30% equity in 10% increments.

Further bolstering an institutional advisor and client experience, the ETF strategies are available through Portfolio360, a new advisor portal custom-developed by Dynamic that provides Registered Investment Advisors (RIAs) with access to the strategies. The new portal allows Dynamic to extend its asset management services beyond its core network of advisors—a first in the firm’s 14-year history.

According to Dynamic Founder and Chief Executive Officer Jim Cannon, Portfolio360 substantially streamlines the service model for RIAs seeking to utilize Dynamic’s strategies. “As more advisors look to us for portfolio management, they want more complex, sophisticated strategies and we want to be positioned to serve that demand,” said Cannon.

According to Dynamic Head of Investment Management Strategy Kostya Etus, CFA®, this next generation of Dynamic Strategies was born out of an increasing number of advisors that have come to rely on Dynamic’s Portfolio Services team to solve unique client situations. “The strategies utilize the latest enhancements within the ETF ecosystem, including multi-factor methodologies for the equity investments and active management for fixed income to take advantage of potential alpha generation,” added Etus.

Dynamic Strategies rely on a series of core strategy types (Total Return, Income, Tax Aware and Defensive) while utilizing a variety of asset types (Low-Cost ETFs, Multi-Factor, Alternatives and Active Management) that best represent Dynamic’s risk-focused philosophy. The core collection of Dynamic Strategies includes:

Total return ETF strategies to maximize long-term, risk adjusted returns:

  • Dynamic Core
  • Dynamic Smart
  • Dynamic Custom HNW

Objective-based ETF strategies to focus on specific client goals:

  • Dynamic Income
  • Dynamic Defensive
  • Dynamic Tax Aware

Unique, solution-based strategies to meet a multitude of potential investor situations:

  • Manager Specific: Dimensional Fund Advisors (DFA) (ETF and MF); American Funds (MF)
  • Specific Use: Environmental, Social and Governance (ESG) (ETF); Direct Indexing (stocks); Separately Managed Accounts (SMAs) (bonds); Alternative Investments (funds and private); and an array of High-Net-Worth (HNW) solutions

More information on Dynamic Strategies, including product fact sheets, is available at DynamicAdvisorSolutions.com/im and by contacting Dynamic at (888) 997-4212 or joinus@dynamicadvisorsolutions.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 and TAMP solutions provider, delivering a complete business and investment solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. 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 nearly 5,000 clients and $3.2 billion in assets.

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

For more news, information, and analysis, visit the ETF Strategist Channel.

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X