
Independent financial advisors often face overwhelming administrative burdens that can potentially take time away from building client relationships and business growth. Recognizing these challenges, Dynamic Advisor Solutions has crafted a comprehensive suite of services that not only streamlines operational processes but also offers institutional-quality investment management with a personal touch.
By handling everything from technology infrastructure to compliance and back-office support, Dynamic allows advisors to focus on delivering value to their clients and expanding their practice, confident that their administrative and investment needs are expertly managed.
In a recent conversation with The Wealth Advisor’s Scott Martin, Konstantin (Kostya) Etus, Chief Investment Officer at Dynamic, shed light on the unique approach and offerings of the TAMP provider. As Etus emphasizes, Dynamic is committed to easing the administrative and operational burdens that independent advisors face, while providing a robust and approachable investment management function. Through a combination of operational support and accessible investment management, Dynamic empowers advisors to focus on what truly matters: their clients.
A Comprehensive Support System for Advisors
In today’s demanding environment, advisors are looking for ways to minimize administrative tasks, streamline operations, and focus on client relationships. Dynamic aims to alleviate this strain with a full range of support services, notes Etus.
The firm’s goal is to take over non-revenue-generating work so that advisors can spend more time focusing on clients, growing their business, or simply taking a well-deserved break. From technology infrastructure and compliance to front-, middle-, and back-office support, Dynamic takes on the heavy lifting that can often overwhelm independent advisors.
Etus emphasizes Dynamic’s focus on advisors who are transitioning from broker-dealers to establish their own registered investment advisers (RIAs). “Our target advisor is someone breaking away from a broker-dealer, going independent, and wanting to become their own RIA,” he explains. The comprehensive support Dynamic provides ensures that these transitions are smooth and manageable, helping advisors establish a successful foundation for their independent practices.
Investment Management That Stands Out
Dynamic’s investment management isn’t just about portfolio construction. It’s about accessibility and institutional-quality expertise.
“We have a robust team. It’s not just me. We’re dedicated and focused on managing portfolios,” Etus says, emphasizing the institutional quality of their management. But there’s a key twist that makes them different: accessibility.
“We call it an ‘approachable investment management team,’” he states. “Oftentimes, it’s impossible to get ahold of a portfolio manager, let alone a CIO. But me and my entire team, we’re always available to hop on the phone with the advisor.” Whether it’s discussing market trends, portfolio specifics, or even just general concerns, Dynamic’s team prides itself on being present and supportive.
The Three Pillars: People, Philosophy, and Process
Dynamic’s investment management hinges on three foundational elements: People, Philosophy, and Process. The principles form a holistic framework that delivers consistent value and fosters trust between advisors and their clients.
Etus explains that the pillars are more than just buzzwords—they represent a well-considered framework that delivers value to both advisors and their clients.
- People: “Our people have a long-tenured track record with close to 150 years of combined industry experience,” Etus says. He highlights the institutional caliber of the team but reiterates the importance of being accessible and approachable. “We are always available for consultations,” he emphasizes.
- Philosophy: Dynamic’s approach to investment management is risk-first. “We put risk management first,” says Etus. “Returns are a secondary consideration. The most important thing for us is to maintain a consistent risk exposure for each portfolio.” This emphasis on stability helps avoid surprises and keeps clients invested for the long term, reducing the likelihood of panic in volatile markets.
- Process: Discipline and rules-based strategies are critical. Etus mentions that Dynamic places a heavy emphasis on due diligence and efficient implementation, especially regarding trading and tax management. “We put a tremendous emphasis on tax awareness,” he says. “We will never take an unnecessary capital gain.” Dynamic’s process ensures that advisors’ clients benefit from careful management that considers tax implications.
Dynamic’s three-pronged approach offers advisors the confidence and peace of mind needed to manage their clients’ investments effectively.
Navigating Market Complexities
The uncertainty surrounding financial markets is a pressing concern for every advisor. Etus shares his insights with a cautiously optimistic view, particularly regarding future interest rate movements. “The most likely trajectory is that interest rates will be coming down,” he says, suggesting potential benefits across various asset classes.
Etus believes that lower interest rates will be a boon for value and small-cap stocks, as companies will find it easier to secure loans and grow. He is particularly excited about bonds. “I don’t know if anyone’s ever been excited about bonds before, but I’m excited,” he remarks, emphasizing that current high yields coupled with the potential for rates to drop create an appealing environment for fixed income investments.
He also highlights real estate as a potential beneficiary of declining rates. “Everyone’s waiting for interest rates to drop before they buy their next house,” he says, anticipating a boost in the real estate market once borrowing costs decrease.
Supporting High-Net-Worth Clients with Tailored Solutions
Although Dynamic’s ETF strategies cater to a broad audience, Etus acknowledges that high-net-worth clients often require more bespoke solutions. “High-net-worth clients typically need something a little more robust,” he says. Dynamic addresses this need with what Etus calls a “white glove service,” which includes direct indexing, state-specific municipal bond management, and complex alternative investments.
“We’ve built a platform that offers solutions like option strategies, exchange funds, and more,” Etus explains. These offerings enable smaller RIAs to compete with larger investment banks, providing high-quality, tailored investment strategies for affluent clients.
A True Partnership Model
Dynamic’s model is a partnership, not just a service. “My main goal in life is to make sure advisors are just as knowledgeable and comfortable with the strategies as I am,” Etus says. Education is central to the firm’s partnership, with Dynamic providing extensive resources to help advisors confidently communicate strategies to their clients.
The support doesn’t stop at resources. Etus and his team are willing to join client meetings to reinforce the advisor’s messaging. “I am acting as your CIO,” Etus says. “You can throw my picture on your website if you want. I’m there to support you.”
Looking Ahead with Optimism
For advisors seeking comprehensive, high-touch support, Dynamic provides an ideal solution. The firm sets itself apart by understanding advisors’ needs and offering a comprehensive suite of services designed to simplify advisors’ lives and elevate their investment strategies. Dynamic’s transparent, proactive management model not only relieves administrative burdens but also enhances client relationships and delivers robust investment solutions through its dedication to education and personalized services. The firm’s message is clear: help advisors strengthen client partnerships while remaining well-prepared to navigate any market environment with confidence.
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Additional Resources
- Contact Dynamic Advisor Solutions
- Dynamic TAMP Portfolio
- Dynamic Portfolio Fact Sheets
- Dynamic Views Blog
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Disclosure
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.