CRD: 116693
Dynamic Capital Management, Inc.
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1994
- Office Locations
- 1
Office Locations
About Dynamic Capital Management, Inc.
Dynamic Capital Management, Inc. is an Anchorage-based RIA providing discretionary, conservative management of separate taxable and retirement accounts (IRA/Roth/SEP), trusts and college accounts. The firm focuses on large-cap value equities and high-quality investment-grade bonds, with taxable-portfolio expertise using its patented Efficient Tax software to help minimize taxes. It reports S&P 500 outperformance averaging 1-2% after fees and commissions over the last 10 years.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID GOTTSTEIN
President
- CRD
- #2724569
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,115,604 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,115,604 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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