Dynamic Capital Management, Inc.

Dynamic Capital Management, Inc. is a Registered Investment Advisor specializing in large-cap value discipline for managing various portfolios. Their expertise lies in managing portfolios subject to U.S. capital gains taxes, delivering a 9.6% annual net-of-fees return over the last five years. The firm employs a conservative investment approach, focusing on valuation-driven equity investments in S&P 500 and Nasdaq 100 stocks. Their investment philosophy centers on after-tax wealth accumulation within risk tolerances, net of fees. DCM's investment process involves forecasting earnings bases, growth rates, and PE multiples over a 3-5 year horizon for over 600 companies. They emphasize disciplined selling and tax strategies, utilizing the Efficient Tax Portfolio Optimizer to maximize after-tax wealth accumulation. The firm offers client-centric services, quarterly reporting, and utilizes Advent Software for portfolio management. Fees are based on the average daily market value of the account, with a minimum account size of $100,000. President & Chief Investment Officer David R. Gottstein emphasizes the importance of being a fiduciary advisor, acting in clients' best interests. DCM's performance history shows a consistent outperformance compared to the Morningstar Large Cap Value Index. Regulatory disclosures highlight the firm's transparency and commitment to client interests.