DYNAMIC MARKET ADVANTAGE, LLC

Overview

Dynamic Market Advantage, LLC is an SEC-registered investment adviser formed as a limited liability company. The firm’s client base is institutional, and its advisory activity centers on portfolio management for both businesses or institutions and individuals/small businesses. Fee billing is a percentage of assets under management. The adviser is classified as unclassified and is owned by an individual; it is also reported as a related adviser and has an affiliation with an insurance company. Investment activity is heavily equity-focused. The firm shows a clear preference for exchange-traded instruments, directing the vast majority of client capital into exchange-traded equities. It does not report being an active ESG investor. The structure and asset mix point to a model built around liquid, tradable securities with the flexibility to add third-party alternative strategies where needed.

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Location & Offices