Granite Bay, CA Office
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Dynamic Wealth Strategies, LLC
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Firm-wide stats for Dynamic Wealth Strategies, LLC
About
Dynamic Wealth Strategies advises individuals (including high-net-worth clients), trusts, corporations, and employer-sponsored retirement plans, and it also serves pooled investment vehicle clients through CoreFactor Fund, LP. Its service lineup includes discretionary asset management, model-based programs (Dynamic BIOs), a Horizons fixed-income offering, financial planning, and retirement plan consulting.
The firm generally implements predefined model portfolios that are tailored for tax sensitivities, concentrated holdings, or client-imposed restrictions and reviews managed accounts at least quarterly. For certain mandates and the CoreFactor Fund, the firm uses factor-based strategies, derivatives and option overlays (including third-party providers such as SpiderRock and a Three Sigma sub-adviser), an actively managed REIT strategy, and sub-adviser arrangements.
Several features distinguish the firm from typical peers: some principals are licensed real estate agents and offer real estate transaction services through a related broker, the firm acts as sponsor/general partner to a private pooled fund that pays performance-based allocations and is managed side-by-side with client accounts, and an affiliated enrolled agent provides tax-preparation services outside the advisory entity. These affiliations and the firm’s role as a private fund adviser and fund sponsor are noted conflicts that the firm discloses and monitors.
Based on Dynamic Wealth Strategies, LLC
Expertise
Based on Dynamic Wealth Strategies, LLC
Location
9700 Village Center Drive, Suite 50 A
Granite Bay CA 95746
Advisors at this office
3
Advisors at this office
Conrad A
CFP®, Series 66
Granite Bay, CA
Dynamic Wealth Strategies, LLC
Conrad Aarseth is a CFP® with 17 years of industry experience and has been with Dynamic Wealth Strategies, LLC since 2013. He holds a Series 66 license and also works as a California insurance agent specializing in fixed, health, accident, annuities, life, and term insurance. Additionally, he is an enrolled agent providing tax preparation services. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management using customized and model-based approaches, along with financial planning, retirement-plan consulting, and affiliated tax services.
Nathan A
CFA®, Series 63, Series 65
Granite Bay, CA
Dynamic Wealth Strategies, LLC
Nathan Ankney is a CFA® charterholder with 25 years of experience in the financial services industry. He has worked at several firms, including Dynamic Wealth Strategies, LLC since 2013 and Independent Financial Group, LLC from 2008 to 2013. In addition to his advisory role, he is a licensed California insurance agent and a real estate agent, engaging in these activities alongside his primary work. Dynamic Wealth Strategies serves individuals, trusts, corporations, and retirement plans with services including discretionary asset management, model-based programs, and retirement plan consulting. The firm employs tailored model portfolios and advanced strategies such as factor-based investing and option overlays, and it also sponsors a private pooled fund managed alongside client accounts.
James B
Series 66
Granite Bay, CA
Dynamic Wealth Strategies, LLC
James Boyle is a financial advisor at Dynamic Wealth Strategies, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Dynamic Wealth Strategies since 2013. Outside of his advisory role, Boyle is a licensed California insurance agent and a real estate agent, and he serves as a principal of Rosewind, LLC, a pooled investment vehicle. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management through customized and model-based programs, financial planning, retirement-plan consulting, and tax services via an affiliated professional.
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