Dynamic Asset Management Group LLC

Dynamic Asset Management Group provides discretionary portfolio management and financial planning primarily to individual clients, including both high‑net‑worth and non‑HNW households, and also accepts pension plans, trusts, and other entities. As of the March 2026 brochure, the firm reports approximately $84.2 million in discretionary assets under management and about 349 client relationships.

The firm constructs model portfolios grounded in Modern Portfolio Theory, matching clients to risk‑profiled models (Conservative through Aggressive Growth) and implements allocations primarily with mutual funds and exchange‑traded funds on a global basis. Accounts are managed on a discretionary basis, with the firm noting it may pair long ETFs with inverse ETFs as hedges and that wrap‑fee and non‑wrap accounts are managed in the same manner.

Noteworthy and atypical features include an unusually high client count relative to the firm’s size, suggesting a higher client‑to‑advisor caseload than most peers, and the firm’s role as a sponsor of a wrap fee program, which is uncommon among similar advisers. The brochure also discloses broker‑dealer and insurance affiliations that can generate commission‑based compensation and describes fee‑offset arrangements when third‑party managers are used—items prospective clients should consider when evaluating conflicts of interest.