Dynamic Allocators LLC

Specialties

Dynamic Allocators LLC offers financial planning and portfolio management services. Our specialty is the application of our proprietary, valuation-​driven strategies that incrementally shift portfolios between risky and defensive assets based on the intermediate-​term opportunities available in the market.

History

Established in 2012.

I began working with retail investment clients as a registered investment professional in 2005. I established Dynamic Allocators, LLC as an independent investment firm in order to deliver unbiased, affordable, fee-​only, client-​centered portfolio management and financial planning.

Eager to achieve and demonstrate a high degree of professional competence, I have earned the following designations: Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP), Certified Employee Benefit Specialist (CEBS), and Chartered Financial Consultant (ChFC).

Meet the Business Owner

David B.

Business Owner

A graduate of Stanford University, my background includes four years working as a volunteer with the Peace Corps in Kazakhstan and in an AmeriCorps program in inner-​city Los Angeles. I speak Russian and Spanish managed businesses in insurance and industrial product distribution and taught high-​school English, history, and economics.

I am committed to approach every client with a focus on understanding each unique situation and delivering high value at less than half the cost you’d pay at most other firms.

Please review our list of services below, then call or email me today to set up a complementary initial consultation. I look forward to speaking with you soon!