Dynamic Investment Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates and business entities and offers limited financial planning and non-investment consulting. The firm manages client portfolios primarily through mutual funds and provides ongoing monitoring and rebalancing consistent with each client’s investment objectives.
The adviser employs a technical, proprietary analysis approach and implements short-term trading strategies, including intraday and trading within 30 days, with primary allocations to mutual funds that can include inverse and enhanced (leveraged) strategies used for hedging or to amplify market exposure. These approaches can produce higher portfolio turnover and tax implications, and clients may impose written restrictions on the use of inverse or leveraged funds.
Noteworthy aspects include the firm’s small scale — approximately $1.07 million in discretionary assets across eight client accounts — and its willingness to enter performance-based fee arrangements for qualified clients, a practice that is uncommon among independent peers. The firm also generally recommends a specific custodian (disclosing receipt of certain support services or benefits from that relationship) and discloses potential conflicts arising from fee arrangements and platform benefits.
Client services
Expertise
Fee options
2.96% annually
Annual base fee between 0.75% and 1.00% of assets under management plus up to 20% of net performance gains
Account minimum: $25,000 Fee-only: Flat 2.96% of assets under management annually; may reduce or waive fees at discretion
Main office
Malvern PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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