Americas Best TAMPS 2024 - 29

2024 AMERICA'S BEST TAMPS
DYNAMIC
ADVISOR
SOLUTIONS
Jim Cannon
Founder and CEO
Dynamic Advisor Solutions * 2415 East Camelback Road, Suite
700, Phoenix, AZ 85016 * dynamicadvisorsolutions.com
Dynamic Advisor Solutions is a professional services and TAMP solutions
provider for successful wealth advisors who value independence and desire
to take their practices to the next level. Registered Investment Advisors
and Investment Advisor Representatives can harness Dynamic's complete
business and asset management solution, myVirtualPractice™, to focus on
growing their businesses and delivering exceptional client experiences.
Dynamic was founded in 2009 by Jim Cannon, a visionary executive and
champion for independent financial advisors struggling with the day-to-day
minutia of running-and growing-an efficient, productive business in an
increasingly complex fiduciary world.
Both RIAs and IARs choose
Dynamic as a trusted partner for
turnkey advisor support across
their firm so they can focus on
growing their businesses and
delivering exceptional client
experiences. They may be seeking
institutionalized asset management
services, continuity and succession
planning, back-office support such
as regulatory compliance or the
latest in fintech from an integrated
platform. Or all the above.
Regardless of our customized
services, we aim to deliver
exceptional results. Dynamic's
vision: To be the most compelling
services partner to professionally
managed wealth practices through
innovation and an intentional balance
of technology and people. Our No. 1
organizational value is putting clients
first. Their success is our success.
We understand their needs and act in
their best interest, always.
We do this through our peoplefirst
service model. Within the last
year, we've invested in technological
advancements, including digital
account opening, risk and proposal
tools, and the development of
Portfolio360. This seamless
advisor portal is an integral part
of Dynamic's TAMP for wealth
advisors desiring to maintain their
own technology while outsourcing
portfolio management.
We've also invested in our people.
This includes an expansion of our
Investment Management team with
a dedicated trade execution team,
our Advisor Services team with more
Concierge and Advisor Support team
members, and an increasing number
of resources for advisors' use with
their clients. It's a culture of growth
and continuous improvement that
we're proud of-and one that's not
lost on our advisors as they continue
to look beyond the technology to the
experience and talent of the people
that make it happen.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
IPO
CONTRACTSCALABILITY
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
SOLUTION
ORGANISATION
REPORT
CONTROL
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
Dynamic's Investment Management team puts risk management first in
strategically designing global, well-diversified, balanced portfolios. Dynamic
Strategies, a collection of broadly diversified portfolios, align with clients'
long-term investment goals. Portfolio360, Dynamic's custom-developed
advisor portal, eases integration and minimizes disruption for third-party
RIAs to tap into the comprehensive support of Dynamic's dedicated
Investment Management team. Professional services also include front/
middle/back-office support; integrated platform; compliance; practice
management consulting; continuity and succession planning; retirement
plan solutions; and Dynamic Concierge, premium virtual support services.
A people-first service model provides the foundational support for advisors
to focus on client service. Experienced, knowledgeable professionals across
Dynamic do the work, alleviating advisors' need for staffing. By partnering
with Dynamic, advisors have access to an instant team, institutionalized
asset management services, long-standing relationships with industry
leaders and an integrated, best-of fintech platform.
Investment advisory services are offered through Dynamic Advisor
Solutions, LLC, dba Dynamic Wealth Advisors, an SEC-registered
investment advisor.
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
47 ED I T A B L E L I N E I C O N S S E T
SUPPORT
PRODUCT
VALUE CHAIN
STRATEGIC FEATURES
MARKETING
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
DECISION MAKING
INNOVATION
CROWD FUNDING
COMPETITION
PATENT
DECREASE
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
THINK OUTSIDE
THE BOX
ACHIEVEMENT
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
EXPLORE
CALENDAR
GLOBAL BUSINESS
SELL SHARE
INVESTMENT
ORGANISATION
47 ED I T A B L E L I N E I C O N S S E T
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
PROJECT
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
ADVERTISING
TAKE OVER
DEFENSE STRATEGY
CONTRACT
47 ED I T A B L E L I N E I C O N S S E T
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
DIRECT INDEXING
ADVERTISING
TAKE OVER
SUCCESSION PLANNING
QUALITY
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
INSTITUTIONAL CLIENT SUPPORT
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
Methodologies: Strategic,
Tactical, Multi-factor, Constant
Weighing, Dynamic and
Insured. Overlays include
risk-managed, tax-managed,
yield-focused and ESG
29
BUSINESS
STRATEGY
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
CONTRACT
ORGANISATION
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
PARTNERSHIP
PROJECT
SUCCESS
EARNINGS
PRESENTATION
LAUNCH
INTEGRATION WITH
3RD-PARTY PLATFORMS
ANALYSIS
TESTING
FINANCIAL RISK
GROWTH
VISION
MARKETING SUPPORT
IPHONE OR ANDROID APP
PLATFORM LAUNCH
UNICORN
MODEL MARKETPLACE
PRIVATE LABELING
TM
New business contact:
Steve Kulesza, CFP®
Phone: (888) 997-4212
Email: steven.kulesza@
dynamicadvisorsolutions.com
Website: dynamicadvisor
solutions.com/contact-us/
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Konstantin
(Kostya)
Etus, CFA
CIO
Steve
Kulesza
CFP®
CBDO
Jim
Cannon
Founder
and CEO
Type of Program: Dynamic
Investment Management is an
all-in-one outsource solution
and an integrated tech platform.
The program includes model
portfolios, SMAs, direct
indexing and alternatives
including passive, active, multifactor
and alternative strategies.
Overlays include risk-managed,
tax-managed, yield-focused
and ESG.
Total Assets in Program:
$4.9 billion
Year Program Began: 2009
Managers on Platform Vetted:
Yes
Managers GIPS®
Compliant: Some
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds; equity
SMAs; fixed-income SMAs;
ESG, tax-sensitive, target-risk
and goals-based strategies;
advisor-directed UMAs/
multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for: RIAs,
IARs, plan advisors
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
https://dynamicadvisorsolutions.com/contact-us/ https://dynamicadvisorsolutions.com https://dynamicadvisorsolutions.com/contact-us/ https://dynamicadvisorsolutions.com/contact-us/ https://www.linkedin.com/in/kostyaetus/ https://www.linkedin.com/in/skulesza/ https://www.linkedin.com/in/jimrcannon/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
