PERSONALIZED

PLANNING

The Right Advisor for Your Financial Goals and Objectives

THE RIGHT

ADVISOR

A Portfolio Dynamix Advisor can help you choose the right investment options to navigate today’s volatile markets. Portfolio Dynamix advisors are trained to educate you on your investment strategy. Which then helps you stay committed to your long term investment goals.

Studies have shown for more than 25 years that investors are prone to make mistakes at the worst possible times in down markets. Having a clear understanding of your personalized investment strategy can prevent you from becoming a victim of statistics.

OUTCOME FOCUSED

FINANCIAL PLANNING

Portfolio Dynamix advisors use a financial planning process called Outcome Focused Planning. This process starts with getting to know you. We seek to understand what you are trying to accomplish, what your objectives are, and what your goals are.

Next, we develop an understanding of your tolerances for risk and, more importantly, an understanding of your risk capacity. We then begin testing your current portfolio and savings rate to determine the probability of success. We add in any ideas you have and test those ideas as well.

Finally, we illustrate what it would look like for you to work with no advisor and what it would look like to work with a Portfolio Dynamix Advisor. Our planning techniques focus on results, not products, with an emphasis on strategies that deliver the highest probability of long term success.

RISK-MANAGED

STRATEGY

After completing your Outcome Focused Planning strategy session, your Portfolio Dynamix Advisor will begin implementing your long-term financial and investment plan. Each investment in your plan will have its own method while adhering to Portfolio Dynamix’s risk-management model. Utilizing low correlation strategies to minimize drawdowns is the best path to long term compounding of returns.

Portfolio Dynamix advisors are always monitoring developments in your portfolio and the market to ensure your long-term plan remains aligned with your goals. To keep you informed, you are provided a weekly “State of the Union” update on how your investments are performing, in addition to regular scheduled reviews with your Portfolio Dynamix Advisor.

WARRANTIES & DISCLAIMERS

THERE ARE NO WARRANTIES IMPLIED.

PORTFOLIO DYNAMIX IS A REGISTERED INVESTMENT ADVISER LOCATED IN TEXAS. PORTFOLIO DYNAMIX MAY ONLY TRANSACT BUSINESS IN THOSE STATES IN WHICH IT IS REGISTERED, OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION REQUIREMENTS. PORTFOLIO DYNAMIX’S WEB SITE IS LIMITED TO THE DISSEMINATION OF GENERAL INFORMATION PERTAINING TO ITS ADVISORY SERVICES, TOGETHER WITH ACCESS TO ADDITIONAL INVESTMENT-RELATED INFORMATION, PUBLICATIONS, AND LINKS. ACCORDINGLY, THE PUBLICATION OF PORTFOLIO DYNAMIX’S WEB SITE ON THE INTERNET SHOULD NOT BE CONSTRUED BY ANY CONSUMER AND/OR PROSPECTIVE CLIENT AS PORTFOLIO DYNAMIX’S SOLICITATION TO EFFECT, OR ATTEMPT TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, OVER THE INTERNET. ANY SUBSEQUENT, DIRECT COMMUNICATION BY PORTFOLIO DYNAMIX WITH A PROSPECTIVE CLIENT SHALL BE CONDUCTED BY A REPRESENTATIVE THAT IS EITHER REGISTERED OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION IN THE STATE WHERE THE PROSPECTIVE CLIENT RESIDES.

FOR INFORMATION PERTAINING TO THE REGISTRATION STATUS OF PORTFOLIO DYNAMIX, PLEASE CONTACT THE STATE SECURITIES REGULATORS FOR THOSE STATES IN WHICH PORTFOLIO DYNAMIX MAINTAINS A REGISTRATION FILING. A COPY OF PORTFOLIO DYNAMIX’S CURRENT WRITTEN DISCLOSURE STATEMENT DISCUSSING PORTFOLIO DYNAMIX’S BUSINESS OPERATIONS, SERVICES, AND FEES IS AVAILABLE AT THE SEC’S INVESTMENT ADVISER PUBLIC INFORMATION WEBSITE – ADVISERINFO.SEC.GOV OR FROM PORTFOLIO DYNAMIX UPON WRITTEN REQUEST. PORTFOLIO DYNAMIX DOES NOT MAKE ANY REPRESENTATIONS OR WARRANTIES AS TO THE ACCURACY, TIMELINESS, SUITABILITY, COMPLETENESS, OR RELEVANCE OF ANY INFORMATION PREPARED BY ANY UNAFFILIATED THIRD PARTY, WHETHER LINKED TO PORTFOLIO DYNAMIX’S WEB SITE OR INCORPORATED HEREIN, AND TAKES NO RESPONSIBILITY THEREFOR. ALL SUCH INFORMATION IS PROVIDED SOLELY FOR CONVENIENCE PURPOSES ONLY AND ALL USERS THEREOF SHOULD BE GUIDED ACCORDINGLY.

THIS WEBSITE AND INFORMATION ARE PROVIDED FOR GUIDANCE AND INFORMATION PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY. THIS WEBSITE AND INFORMATION ARE NOT INTENDED TO PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE.