Orange, CA Town and Country Road Office

Dynamic serves a broad mix of clients — individuals (including high-net-worth), trusts, estates, charitable organizations, pension and profit-sharing plans, businesses — and also works with unaffiliated registered investment advisers. It offers discretionary and non-discretionary portfolio management, financial planning and consulting, retirement plan services, and sub-advisory and practice-support services for other advisers.

The firm’s Financial Advisers typically follow a long-term, client-specific portfolio construction process that considers goals, risk tolerance, and liquidity needs, and may employ individual securities, mutual funds, ETFs, alternatives, options or hedging strategies as appropriate. Dynamic also supports implementation through sub-advisers and third‑party managers, performs outsourced trading arrangements, and provides research and model-based investment content that advisers can subscribe to and apply themselves.

Compared with many enterprise peers, Dynamic places notable emphasis on serving other advisers: it provides an integrated technology platform, operational and compliance support, account aggregation and consolidated reporting, and it acts as a sub-adviser to unaffiliated RIAs. The firm also distributes periodic research and model updates to subscribing advisers, has explicit outsourcing and execution relationships (including with trading providers) and is engaged in technology collaboration with a third‑party vendor, which are features less common among its peers.