THE PORTFOLIO
DYNAMIX DIFFERENCE
Independent, Objective Advice
Holding our independent advisors to a fiduciary standard ensures we have your best interest in mind. This foundational principal guides our investment solutions and advice.
Informed Decisions
Our diverse network of experienced advisors and portfolio managers are monitoring the markets, the economy, and the business cycle around the clock. They make timely adjustments as needed with the goal of keeping your portfolio on track.
Risk-Management
Based on your risk tolerance and risk capacity, we work to minimize drawdowns, allowing your portfolio to maximize compounding returns in various market conditions.
Reporting Made Simple
Reporting and portfolio accounting shouldn’t be confusing. Which is why we provide each client with their own private online account portal where you can view your accounts in one place. You can measure performance over any specific period as well. In addition, your online portal has bank level security, and allows total transparency into fees and any transaction cost.
Easily Accessible
The number one reason clients become dissatisfied with advisors is lack of communication. We know being able to discuss your portfolio at any time is important to you. That’s why we make ourselves available at your convenience, in person or by phone and email. Moreover, we provide weekly portfolio updates, weekly market commentary, event driven market commentary, and monthly market commentary to keep you informed and up-to-date.
Transparency
We are a fee-only firm. This means you will get complete, unbiased advice that’s in alignment with your investment goals. In this model, our values are aligned with yours, and we focus growing your accounts in the manner we lead you to expect. When changes need to be made, we make them with the goal of keeping you on track with your long term investment plan. As your account grows, we grow.
Independent, Objective Advice
Holding our independent advisors to a fiduciary standard ensures we have your best interest in mind. This foundational principal guides our investment solutions and advice.
Risk-Management
Based on your risk tolerance and risk capacity, we work to minimize drawdowns, allowing your portfolio to maximize compounding returns in various market conditions.
Easily Accessible
The number one reason clients become dissatisfied with advisors is lack of communication. We know being able to discuss your portfolio at any time is important to you. That’s why we make ourselves available at your convenience, in person or by phone and email. Moreover, we provide weekly portfolio updates, weekly market commentary, event driven market commentary, and monthly market commentary to keep you informed and up-to-date.
Transparency
We are a fee-only firm. This means you will get complete, unbiased advice that’s in alignment with your investment goals. In this model, our values are aligned with yours, and we focus growing your accounts in the manner we lead you to expect. When changes need to be made, we make them with the goal of keeping you on track with your long term investment plan. As your account grows, we grow.
Reporting Made Simple
Reporting and portfolio accounting shouldn’t be confusing. Which is why we provide each client with their own private online account portal where you can view your accounts in one place. You can measure performance over any specific period as well. In addition, your online portal has bank level security, and allows total transparency into fees and any transaction cost.
Informed Decisions
Our diverse network of experienced advisors and portfolio managers are monitoring the markets, the economy, and the business cycle around the clock. They make timely adjustments as needed with the goal of keeping your portfolio on track.