Custom AI Trading Models for the Proactive Advisor
Harness the power of active management and custom model portfolios to help keep your clients’ investments on track in any market environment.
Harness the power of active management and custom model portfolios to help keep your clients’ investments on track in any market environment.
Our company would highly recommend Dynamic Portfolio Strategies for their expertise in their trading models as well as the continual support and perspective on market analysis. Our companies have established a great working relationship which helps our clients move closer to their financial goals. It is assuring Dynamic Portfolio Strategies is always there to help us in anything we need. “
Dynamic Portfolio Strategies enables you to offer institutional-quality active management and sophisticated strategies to every client – at scale. With our proprietary trading algorithm and dynamic rebalancing, we track funds daily to uncover emerging opportunities and improve portfolio performance.
16% annualized returns vs. S&P 500’s 10%
Outperformed S&P 500 in 11 out of 18 years
Down 8% during 2008 crisis vs. S&P’s -34%
68% growth in 2020 vs. S&P’s 18% growth
Turning data into better investment decisions
Our web-based software platform provides dynamic investment research signals and can be used for any type of investment in your fund universe, including mutual funds, ETFs, 401Ks, and variable annuities.
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.
Built from extensive research, real-world testing, and years of experience.
Our suite of institutional-caliber subscription models is precisely calibrated for different objectives and risk profiles, so you can confidently match clients to the right strategy. The CORE Models aim to optimize returns while reducing downside risk, making it a powerful tool for navigating changing market environments. *All returns are hypothetical
Growth Model
Income Model
Moderate Growth
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.