Dynamic Wealth Advisors and Anfield Capital Management Announce Agreement to Bring More Institutional Caliber Model Portfolios to Wealth Managers
Phoenix, Arizona: November 1, 2018 – Dynamic Wealth Advisors and Anfield Capital Management today announced that they have entered into a sub-advisory agreement whereby Dynamic Managed Portfolios, the asset management group of Dynamic, adds fifteen additional institutional-class model portfolios, sub-advised by Anfield, to the Dynamic universe of Managed Portfolios. The new portfolios provide Dynamic’s wealth managers added breadth in portfolio selection as well as diversification of style.
Jim Cannon, Founder and CEO of Dynamic said, “We have been actively following Anfield’s work for a few years and are excited to have their team’s deep experience to help bolster the services we offer our wealth manager clients through our select group of sub-advisors.”
Three of the new models combine Dynamic’s highly disciplined factor-based equity strategy with Anfield’s active risk-allocation methodology for the fixed-income sleeve. The remaining portfolios are an active multi-asset, risk-managed strategy of ETFs and funds ranging from 100% fixed income to an 80% equity mix.
David Young, CFA, founder and CEO of Anfield added, “We are pleased to be entering into this business relationship with Dynamic Wealth Advisors and are excited about the opportunity to help guide their client’s investment strategies and work with their advisors. Jim and the team have been nothing but welcoming and great to work with and we look forward to continued success with the entire Dynamic team.”
The sub-advisory relationship with Anfield Capital was formalized in September of this year with the intention of bringing institutional class active management to Dynamic’s fixed income model segment as well as adding Anfield’s unique risk-allocation methodology and management style to its new co-managed series, Dynamic Global Multi-Asset Strategy portfolios (Dynamic GMAS), sub-advised by Anfield.
“David and the Anfield team, several having served at PIMCO for many years, bring the academic rigor and culture of PIMCO, from their heyday, to a specific category of our Dynamic Model Portfolios. We are looking forward to an intellectually stimulating and symbiotic relationship,” says Jim Palumbo, Principal and Chief Development Officer at Dynamic.
About Dynamic Managed Portfolios
Dynamic Managed Portfolios are engineered on a research-driven discipline that aims to provide consistency and risk management through all market cycles. Dynamic Model allocations seek to reduce overall cost and deliver consistent risk-adjusted results. Wealth managers with Dynamic Wealth Advisors have access to scientifically screened and designed model portfolios, components and strategies. Dynamic also provides its wealth manager clients with individual portfolio consultations, empowering wealth managers with the information and support they need to provide disciplined and efficient asset management to their clients.
Portfolios and client analysis are also scored and matched using Dynamic’s proprietary risk-scoring tool (RTQ) which is also used in an integrated fashion with Riskalyze to help advisors accurately and scientifically complete the client’s Investment Policy Statement and match the client to the appropriate investment profile or model. The tool leads advisors to a selection of the most suitable models without guesswork or the need to research all models prior to a recommendation. This provides documented suitability data in a time efficient manner.
Anfield Capital Management, LLC (ACM) combines top-tier institutional investment management characterized by enlightened risk control with consultative solutions orientated professional client service.
ACM brings together a team of senior executive alumni from PIMCO, Bear Stearns, Jefferies & Co., and Salomon Asset Management. The team has over 125 years of combined experience managing 10’s of billions in client assets over time. ACM believes the same long-term disciplined, and creative investment management employed for the largest institutions can and should be accessible to Dynamic wealth managers.
About David Young
David is the Founder of Anfield Group, LLC and the Chief Executive Officer at Anfield Capital. David spends most of his time driving the strategic direction of the firm, leading the global macro strategy, and building strategic relationships with clients and partners.
With 26 years of investment experience, David has worked with many of the largest institutional and private investors. Prior to founding Anfield Group, he spent 15 years at Pacific Investment Management Company (PIMCO) focused on investment strategy, portfolio management and asset allocation. In 1999, he was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 clients with $50 billion in assets.
David retired from PIMCO in 2008 as Executive Vice President to rejoin the University of California, Irvine Merage School of Business as Adjunct Professor of Finance, and launch Anfield Group.
David holds the Chartered Financial Analyst designation, an MBA with a concentration in Finance from the Paul Merage School of Business at the University of California, Irvine and degrees in Economics and Political Science from UC, Irvine. Over the years, David has taught finance and investment courses at the Paul Merage School, the Financial Times Knowledge programs (UK), and CFA exam preparation courses. David sits on several non-profit Investment Committees and Boards of Directors.
About Dynamic Wealth Advisors
Dynamic is recognized as a premier provider of essential resources to professional wealth management practices. Its turnkey practice platform includes asset management, and enables wealth advisors to save money and focus on clients while positioning themselves for success and growth. With myVirtualPractice, a suite of wealth management practice solutions, Dynamic hands the professional wealth advisor the keys to a comprehensive custom-built virtual office and practice complete with staff, back/middle office, accounting/billing, compliance and even a Virtual Assistant. The wealth advisor need only add clients and a laptop, and they are up-and-running instantly. For many breakaways and independent wealth advisors, being part of a nationwide community of like-minded professionals is one of the most valuable components of their affiliation with Dynamic. www.DynamicWealthAdvisors.com