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manage
funds efficiently

 
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We know that financial markets are dynamic, not static, and are sometimes volatile. Remember most recently the China meltdown or Brexit or post-Trump election? The turbulence and uncertainty during those times had investment advisors scrambling to calm their clients, assess the continuing impact on markets and then advise, "Here is what we do now."

DynaLogic is the platform that provides a disciplined investment strategy to market movement, volatile or otherwise, regardless of the perceived cause. It reacts to the fact of movement, not a pundit’s explanation (guess). The advisor automatically receives a buy or sell signal based on a percentage price movement of an ETF that the advisor then executes to carry out the pre-determined investment strategy. It’s simple and unemotional.

 
 
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YOU AND YOUR CLIENT BENEFIT

Bringing clients aboard with DynaLogic isn’t complex. The strategy is simple to understand, and effectively and demonstrably captures market returns. Clients will appreciate that it builds cash in up markets to protect the down side. And it gives them the benefits of dynamic management discipline with low-cost investment strategies.

Buy and sell triggers are identified, based on a pre-determined percentage of change in fund prices, taking all of the emotion out of management. Your clients’ portfolios will benefit from market volatility instead of being controlled by it. And since trade notifications are automatic, you’ll have more time to build your business.

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IMPLEMENTATION IS EASY

Putting the power of DynaLogic into place starts with a conversation between you and the client. You’ll want to determine spending needs in retirement, risk tolerance and retirement age. Those will help you determine the mix of stock and bond markets to invest in.

After risk level is determined, you’ll agree to allocate assets between equities, fixed income, and cash. The money allocated to equities uses the DynaLogic trigger strategy applied to a diversified portfolio of index-tracking ETFs.

EFFECTIVENESS LIES WITH THE TRIGGERS

DynaLogic’s unique buy and sell triggers are designed to help mitigate investment risk. As a sector (ETF) price rises to a pre-determined sell target (based on percentage change), it sells a portion of the gains, which are deposited into an Opportunity Cash bucket. The more that a market rises, the higher the percentage of the incremental gain is sold—the original principle is never touched.

Buy triggers work similarly. As a sector declines to the buy target, DynaLogic uses Opportunity Cash to let you buy back into that sector, and the more the market declines, the greater the percentage of opportunity cash is used.

 
 
 
Your clients’ portfolios will benefit from market volatility instead of being controlled by it. And since trade notifications are automatic, you’ll have more time to build your business.