Dynamic Investment Strategies, Inc.

Overview

Dynamic Investment Strategies, Inc. is a small, owner-operated advisory corporation that focuses on portfolio management for individuals, families and small businesses. The firm runs a compact, discretionary business model and charges clients both a percentage of assets under management and performance-based fees, indicating an emphasis on outcome-oriented strategies with closer manager-client alignment than a pure asset-fee model. Investment activity is narrowly focused: the firm’s reported assets sit entirely in public mutual fund vehicles, and its operating footprint is local rather than multi-state. The adviser does not list ESG as an active factor in its process, nor does it act as a pension consultant or a broader capital allocator. Custody and platform services are provided through Guggenheim Investments, which appears to house the firm’s mutual fund positions.

Assets & Accounts

Investments & Alternatives

Location & Offices