COMPANY
PROFILE
Company Profile
Portfolio Dynamix offers the expertise to help investors create risk-managed strategies that achieve less risk and generate consistent returns over time. Our strategies are are designed to withstand the test of time through all market cycles.
Our Mission
For more than 25 years, studies have shown the average investor on Main Street is getting less than 50% of the stock market’s total return. Fees, hidden costs, lack of transparency and investor behavior penalty are contributing factors to this phenomenon, which gives Wall Street the advantage. Portfolio Dynamix’s mission is to level the playing field between Wall Street and Main Street by helping the average investor achieve more return while taking less risk.
Our Principles
- INDEPENDENT ADVISORY
Our strategies and investment selections are objective-based and prioritize limiting drawdown over returns. With an extensive library to choose from, our investment options are custom-tailored to each individual’s financial goals. - BROAD EXPERTISE
Our team brings decades of experience building portfolios and working with advisory businesses. Our expertise ranges from analyzing market trends, developing new strategies, building portfolios of strategic and dynamic disciplines, and working with many types of advisors to grow their businesses. This experience is enriched through our sub-advisor partnerships with many of the top asset managers in the industry. - RISK MANAGEMENT
Our investment approach is minimize volatility and maximize returns across market and business cycles. The goal is to avoid large drawdowns while generating consistent returns. We do this through proprietary risk management. Our strategies take into account each investor’s risk tolerance and above all, risk capacity.