D
Dynamic Investment Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,065,571
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$133,196
About
Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates and business entities and offers limited financial planning and non-investment consulting. The firm manages client portfolios primarily through mutual funds and provides ongoing monitoring and rebalancing consistent with each client’s investment objectives.
The adviser employs a technical, proprietary analysis approach and implements short-term trading strategies, including intraday and trading within 30 days, with primary allocations to mutual funds that can include inverse and enhanced (leveraged) strategies used for hedging or to amplify market exposure. These approaches can produce higher portfolio turnover and tax implications, and clients may impose written restrictions on the use of inverse or leveraged funds.
Noteworthy aspects include the firm’s small scale — approximately $1.07 million in discretionary assets across eight client accounts — and its willingness to enter performance-based fee arrangements for qualified clients, a practice that is uncommon among independent peers. The firm also generally recommends a specific custodian (disclosing receipt of certain support services or benefits from that relationship) and discloses potential conflicts arising from fee arrangements and platform benefits.
Client services
Portfolio management
Portfolio management for trusts and estates
Portfolio management for trusts and estates
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
2.96% annually
Annual base fee between 0.75% and 1.00% of assets under management plus up to 20% of net performance gains
Account minimum: $25,000 Fee-only: Flat 2.96% of assets under management annually; may reduce or waive fees at discretion
Main office location
Dynamic Investment Strategies, Inc.
Malvern PA, United States
Number of offices
1
Most active in
Dynamic Investment Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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