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.