GROWTH MODEL
INCOME MODEL
MODERATE GROWTH
S&P 500
*returns are hypothetical
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INVESTMENT ALLOCATION SOFTWARE DEVELOPED BY ADVISORS FOR ADVISORS
Volatility module runs to determine market volatility and adjusts the algorithms accordingly.
The fund tracker module identifies and selects the best performing funds in every sector.
The trading algorithm tracks the price changes for every fund over the last 10-30 days. A score is assigned based on the price movement.
The trading model utilizes the score to determine statistically which funds will continue to trend upwards.
Charlie has spent over 30 years in the financial services industry, beginning his career in 1986 as a full-service commission broker.
For nearly 20 years, Charlie built and managed a successful brokerage business, based on the “Buy and Hold” investment philosophy. Following the tumultuous bear markets of 2001 and 2002, Charlie developed a dynamic asset management program to address the uncertainty in the markets.
Charlie sold his retail advisory business and now focuses all of his time on helping other advisors introduce dynamic asset management to their clients.
Kate Lindenberg has been with DPS since its inception in 2007, after graduating Magna Cum Laude from Miami University. Throughout her career, she has always maintained a role at DPS, yet took on new positions such as the Director of Finance at The Arts Club of Chicago and as a Finance Manager at Lincoln Center for the Performing Arts.
She also maintained a Director of Finance positions at two interior design firms in New York City. In 2019, Kate returned to DPS full-time, playing a pivotal role in the company’s innovative expansion.Central to this growth is her development of an upgraded software program.
Kate resides in Denver, Colorado, with her husband and three sons.
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Dynamic Portfolio Strategies research is intended for educational and informational use by licensed financial professionals only. It is not for general public use. The information provided by the program is not customized or personalized to any particular risk profile or tolerance. The investment strategy presented is an active strategy and may not be suitable for all investors. An individuals’ investment objectives, risk tolerance and financial position should all be considered before implementing any investment strategy. Investments in this program are subject to market risk and buy/sell signals must be interpreted by investment advisory professionals. No investment strategy can guarantee profits or protection from losses as securities are subject to market volatility. The computer models do not provide, imply, or otherwise constitute a guarantee of performance. Any market exposure always entails the possibility of substantial loss of equity. No representation is made that any account will or is likely to achieve profits. Dynamic Portfolio Strategies is not a SEC or state registered investment adviser (RIA) nor is it a financial advisor. Dynamic Portfolio Strategies publishes its own financial research spreadsheets and information on its website. Historical returns are hypothetical and have been compiled using price data provided by exchanges and not from actual accounts. This means the trades are not actual trades and instead are hypothetical trades based on real market prices at the time the recommendation is disseminated. No actual money is invested, nor are any trades executed. Hypothetical performance results have many inherent limitations and are gross of any fees. Dynamic Portfolio Strategies research is protected by all applicable U.S. and international copyright laws.
