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.

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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. “

A strategic pursuit of growth grounded in risk awareness.

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.

DPS By the Numbers:

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

Our Methodology

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 Review

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

Fund Tracker

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

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.

Algorithm Review

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

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.

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What to Expect from DPS

Portfolio Score Updates

Our trading program runs every night to update portfolio scores based on various factors, including market conditions, economic indicators, and historical performance.

Trade Recommendations

Based on the updated portfolio scores, our trading program determines if a trade is recommended. If so, the program will alert you to review trade details.

Daily Portfolio Report

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

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DPS CORE Model Portfolios

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

1385.41% *

Growth Model

390.71% *

Income Model

769.43% *

Moderate Growth

372.89% *

S&P 500

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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.

OUR COMPANY

1000 Colonial Drive
Youngstown, OH 44505
info@dpstrategies.net
+1–330-727-7714

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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.