San Diego, CA Office

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.