No Perfection

The typical way of approaching an asset allocation is limiting. There is no perfect allocation style. We also believe that there is no perfect discipline. Flaws occur in styles or disciplines at different times.

Our multi-dimensional asset allocation approach aligns different approaches and styles to provide true diversification.

We leverage Strategic, Tactical, and Alternative allocation styles. We leverage Quant, Fundamental, and Technical disciplines. 

We believe investor psychology is key to investment success, and one of the key ways to increase success is to smooth out the investor experience. We do not just provide data to help investors through stressful times, we attempt to reduce the stress in the first place.

Our goal at Dynamic Alpha Solutions is to create the optimal mix of assets that will maximize the return on any given level of risk, leading to a smoother investment experience.

Related: How many different approaches to Asset Allocation are there?

Multi-Dimensional Asset Allocation

Our Multi-Dimensional Models are designed to be extremely comprehensive and work as a complete solution to wealth management. Using our proprietary methods, we scour the investment universe finding managers/funds with the flexibility and/or uniqueness that fit within our portfolios & high standards.

Strategic, Tactical & Alternative all have benefits. Quant, Fundamental & Technical Analysis, all have benefits. The beauty of the Dynamic Alpha Solutions’ method is that we take a “Multi-Dimensional” approach, as the benefits in one style or discipline can occur at different times from other styles or disciplines.

We align different approaches and styles to provide true diversification. We believe financial advisors should be financial advisors. We do the ‘heavy lifting’ when it comes to investment portfolio solutions. Allowing financial advisors to focus on financial planning techniques, including tax strategies, estate, insurance, retirement planning, and more.

We select top managers/funds that have the flexibility to allocate when and where they desire. We do not believe alpha is created by picking the best fund for each style box, and then allocating to a fixed-static allocation. Equally if not more important, we do not believe financial advisors should be making major tactical shifts themselves in portfolios, as that should be left to highly successful and proven portfolio managers.

Smoother Investment Experience

At Dynamic Alpha Solutions, we believe the psychology of investing is one of the most important things to making money in the market long-term. Part of that psychology is having a smoother, more enjoyable investment experience. That’s how we design portfolios. Our thinking is not about trying to have quick hits but to have a long-term successful strategy for management.