A complete list of active advisors currently associated with Dynamic Investment Strategies, Inc.

Warmer can help you find a great advisor at Dynamic Investment Strategies, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Dynamic Investment Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.