About Dynamic Wealth Management

At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.
As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
Equities
Dynamic Wealth Management offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management has selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
Unit Investment Trusts
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
Managed Accounts
If you are looking for the advantages that a professional money manager can offer, Dynamic Wealth Management provides a broad range of fee-based money management programs.
Fixed Income
Looking to add a fixed income component to your portfolio? Dynamic Wealth Management can provide access to a broad selection of fixed income securities to choose from, including CDs, deposit notes, corporate bonds and preferred securities. The results in diversified investments that seek to maximize total return while generating income and safeguarding your assets. Securities in your portfolio are monitored closely and sold when they fall below the strict requirements that you've set or no longer meet your investment needs. The process is designed to increase total returns while managing overall risk.
Trust Planning
Whether you are concerned about paying for your children's education, planning for your own retirement or exercising employee stock, you need a financial plan that works for you. Working together with your Financial Advisor, we can help you structure a plan designed to meet your circumstances and help you choose which investments are best suited to you and your plan. It is of paramount importance to properly structure and regularly review your estate plan to be sure it addresses your family's needs.
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