… manages class-leading managed discretionary accounts for Australian financial advisers and their clients. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria.
The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete Managed Account solution in Australia.
We’re a very different type of investment company
Everything we do is focused on your financial goals
The peace of mind of risk-managed returns
An active and logical approach to investing that makes better sense in all conditions
A whole-of-business adviser solution
Market-leading Goals Based investment portfolios and management systems
A clear focus on your clients for improved client understanding, satisfaction and retention
A business model that’s built for efficiency, scalability and growth