Dynamic Capital Management, Inc.

Dynamic Capital Management provides discretionary portfolio management for individual investors and a range of institutional and corporate clients, managing taxable separate accounts, IRAs, Roths, SEPs, trusts, corporate and pension accounts and college portfolios. The firm reports roughly $13 million in assets under management and custodial relationships conducted primarily through Interactive Brokers.

The investment process is valuation-driven with a large-cap value focus, drawing from a roughly 600-company research universe that includes most S&P 500 and Nasdaq‑100 issues and targeting a 3–5 year investment horizon using quantitative price‑target modeling. Portfolios emphasize dividend‑paying, higher‑quality names to limit downside risk and the firm applies a proprietary tax‑optimization discipline to taxable accounts to prioritize after‑tax wealth accumulation.

Notable distinctions include the firm’s published net‑of‑fees performance history and time‑weighted returns for taxable and non‑taxable composites in its brochure, and the use of a patented Efficient Tax portfolio optimizer to guide gain/loss realization decisions. Founded in 1994, the firm’s client mix — which includes corporate, pension and college accounts in addition to individual clients — and its explicit after‑tax performance reporting are atypical for a single‑advisor independent RIA.