A complete list of active advisors currently associated with Dynamic Trading Management, LLC.

Warmer can help you find a great advisor at Dynamic Trading Management, LLC. or one who fits your needs even better.

Dynamic Trading Management, LLC provides tailored investment management and advisory services to individuals, trusts, estates and, occasionally, pension or profit‑sharing plans, with recommendations based on each client’s objectives, financial situation, tax considerations and risk tolerance. Clients open brokerage accounts at Interactive Brokers LLC and/or its affiliate Equity Trust Company and may grant the firm limited discretionary or non‑discretionary authority to implement agreed investment plans. The firm employs a multi‑faceted investment process that combines a macro view of equity markets with fundamental and technical security selection, typically targeting a concentrated equity portfolio of roughly 25 names (normal range 18–40) with active position sizing and periodic cash management; ETFs, mutual funds and, less frequently, hedging or short positions may be used. Dynamic states it seeks to control downside risk while generally matching benchmarks during rising markets and will alter allocations based on its assessment of current risk versus reward. Distinctive features include the principal’s activities outside the advisory business as a registered representative of a third‑party broker‑dealer and as a licensed insurance agent; the firm discloses these relationships, does not route advisory client trades through that broker‑dealer, and notes that insurance recommendations are offered outside the firm’s fiduciary capacity and are limited to certain providers. The firm was previously censured and fined for a late Form CRS filing and reports it has adopted procedures to distribute Form CRS to all clients and maintains a Code of Ethics and other controls to address conflicts of interest.

To learn more about the advisors currently working at Dynamic Trading Management, LLC., 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.