Dynamic Integrated Portfolios

A complete approach designed to build and preserve wealth

Dynamic Integrated Portfolios help investors stay on track to achieve their financial goals

Dynamic Integrated Portfolios provide a complete solution designed to deliver higher growth potential with lower volatility, compared with traditional portfolios. By incorporating alternative asset classes and other complementary strategies, these portfolios become resilient and adaptive across market cycles.

A range of portfolios to meet your investment needs

Target allocations are subject to change. Dynamic Integrated Balanced and Balanced Growth Portfolios are also offered in a Corporate Class version.

Simplified access to diversification

Streamlines portfolio construction by offering broad diversification—including alternatives—in one easy-to-access product.

Enhanced portfolio resilience

Leverages Dynamic’s renowned active management, strategically complemented by cost-effective passive strategies, designed to build resilient portfolios, regardless of market conditions.

Built for evolving investor needs

Includes a broad set of investment tools typically used by institutional investors to help address shifting market dynamics.

We’re here for you

Contact your advisor for more information on Dynamic Integrated Portfolios.