Financial Advisor • Portfolio Dynamix

Discover
Our Value

ONE
PLATFORM

The Portfolio Dynamix platform is designed to help you systematize your advisory practice and strengthen your client relationships. Our platform encompasses Asset Management, Back Office Support, Revolutionary FINTECH, Business Development, Sales Coaching, Marketing and Branding.

Portfolio Dynamix offers an extensive infrastructure with risk-management focused investment solutions. Our platform positions you to start, build, or grow your independent financial practice.

Portfolio Dynamix’s resources and platform add value no matter what stage your advisory business is in.

Get in front of more qualified prospects.

EDUCATION
& TRAINING

Education and training are at the forefront of the Portfolio Dynamix value offer. Our systems are field tested and proven to help you win more clients and stand out from competitors.

We work with you to develop a clear understanding of our investment strategies and how they work.

We offer a proven first, second and third appointment system. This includes financial planning to help you educate prospective clients on their options when choosing an advisor and investments to see them through retirement.

There are many advisor development events throughout the year. These help you stay sharp and at the forefront of your craft so you can better serve your clients and prospects.

INVESTMENT
SOLUTIONS

The Portfolio Dynamix platform offers full access to proven risk-managed strategies. These focus on reducing draw downs, maximizing returns and not embarrassing you in client review meetings.

Our Model Portfolio line up includes:
Tactical
Asset Allocation Series
Intelligent Index Passive Series
Core Satellite Series
Strategic Endurance Model
Sector Rotation Model

OPERATIONAL
SUPPORT

The Portfolio Dynamics operational support team is an extension of your back office. We work on your behalf with our custodial platforms to get your client accounts opened, money transferred in, and money invested and reporting set up. This way you can focus on helping more clients instead of processing paperwork.

Services include and are not limited to:
DocuSign Approved Applications
Application Processing
Transfer Processing
Compliance Documentation Processing
Account Billing
Continuous Support Service Model

DESIGN
& PLANNING

Our financial planning team is an extension of your office. We work with you to develop a written comprehensive financial plan based on what is important to your prospective client about their money. Best of all we do the heavy lifting for you so you can focus on helping more people.

Our Process Includes:
A thorough analysis of client goals and objectives
A thorough analysis of current client holdings
Gauging the probability of those holdings meeting the clients goals and objectives
Determining if an alternative approach may better position your client for long term success
Testing various outcomes
Investment Allocation Selection
Delivering a plan that positions you to better serve your client or prospect

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.