CUSTOM MODEL PORTFOLIOS
FOR INVESTMENT ADVISORS

PERFORMANCE
OVERVIEW

838.26%

GROWTH MODEL

311.30%

INCOME MODEL

769.43%

MODERATE GROWTH

372.89%

S&P 500

*returns are hypothetical

WHY DYNAMIC PORTFOLIO STRATEGIES
IS RIGHT FOR YOUR BUSINESS

Leverage our investment advisor software and technology stack to empower your practice, level up your business, stand out from the competition, and provide your clients with the power of Active Portfolio Management. Learn more about our investment management system.

ACTIVELY MANAGE ANY TYPE OF INVESTMENT ACCOUNT

The DPS web-based software platform provides dynamic investment research signals. The adaptable trading platform can be utilized anywhere, for any type of investment including Mutual Funds, ETFs, 401ks and Variable Annuities.

OUR METHODOLOGY

INVESTMENT ALLOCATION SOFTWARE DEVELOPED BY ADVISORS FOR ADVISORS

1

Volatility Review

Volatility module runs to determine market volatility and adjusts the algorithms accordingly.

2

Fund Tracker

The fund tracker module identifies and selects the best performing funds in every sector.

3

Trading Simulation

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.

4

Algorithm Review

The trading model utilizes the score to determine statistically which funds will continue to trend upwards.

5

Score Review

The short-term and long-term scores are combined to determine the highest scoring funds in the portfolio. The models are run on daily basis and typically trade 6-9 times per year.

HOW IT WORKS

PORTFOLIO SCORE UPDATES

Our trading program runs every night to update the portfolio scores based on various factors, including market conditions, economic indicators, and historical performance. These scores reflect the relative strength and potential of each position within the portfolio.

TRADE RECOMMENDATIONS

Based on the updated portfolio scores, our trading program determines if a trade is recommended. The frequency of trades can vary, typically ranging from 9 to 10 trades per year. However, the program’s decision to initiate a trade is entirely driven by the movements of the markets. Should a trade be recommended, you will receive an email notification, prompting you to log in to review the trade details.

DAILY PORTFOLIO REPORT

In addition to the nightly updates, our trading program generates a daily portfolio report. This comprehensive report shows all the current portfolio positions and highlights any trades that have occurred during the year.

ABOUT US

CHARLES WHITE
Founder

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
Vice President

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.