ACTIVE MARKETS NEED ACTIVE MANAGERS

Dynamic Portfolio Strategies has worked to identify relationships between economic data and the performance of financial markets, in an effort to reduce volatility. What we have found is that market events are not random. Just as the economy experiences cycles, so do the financial markets. There are times to own stocks, bonds, and commodities, and more importantly, there are times to sell them. Using sophisticated computer algorithms coupled with market and economic data, our computer models monitor market trends to detect periods of sustained upward or downward movements. 

THE CORNERSTONE OF THE DPS inVESTMENT PHILOSOPHY IS TO BUY STRENGTH.

Our strategies are easy to follow and implement, and can significantly reduce the time spent on daily portfolio management. The signal spreadsheets are updated daily, providing clients with current information on all positions in their portfolios as well as year-to-date performance. Dynamic Portfolio Strategies can work with any RIA or IAR interested in adding dynamic fee-based management to their clients’ portfolios.

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 HIGHLIGHTS

  • Custom-built portfolios based on your clients' existing portfolio holdings
  • Dynamic “buy” and “sell” recommendations as the markets change
  • Actively-managed client portfolios for mutual funds, variable annuities, 401ks, and ETFs
  • Increased fee-based income based on current client assets
  • Less time spent managing assets and more time spent capturing new assets