DYNAMIC ASSET MANAGEMENT GROUP LLC

Overview

Dynamic Asset Management Group LLC is an independent registered investment adviser focused on fee-based portfolio management for individual and family clients, including small businesses. Structured as an owner-operated limited liability company, the firm runs discretionary portfolios and favors liquid equity exposure as the primary building block of client portfolios. Its stated business model is a percentage-of-assets fee arrangement and it does not position itself as a pension consultant, multi-state adviser, or ESG-driven allocator. Investment activity centers on equities through exchange-traded instruments and separately managed account sleeves, with manager relationships tapped for real estate exposure. The firm’s allocation posture suggests a tilt toward straightforward, liquid solutions for core growth—supplemented by third-party expertise where access to specialized real estate or REIT strategies is needed. Annuities are used as a supplemental investment vehicle when appropriate for client objectives.

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Public Holdings

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Location & Offices