Traditional investment management can be easy, but flawed in many ways, and true diversification done well can be complex & difficult to manage. Dynamic Wealth Group was founded to simplify the complexity by helping advisors and investors implement truly diversified portfolios and bring to market distinctive non-correlated strategies.
Our goal is simple. We want to help investors reach their financial target. Using our actively managed strategies and strategic diversification, we aim to help protect against risk while seeking to take advantage of investment opportunities along the way.
We believe in a flexible investment approach with emphasis on capital preservation, while allowing our partners to adopt a less conservative posture and increase emphasis on capital appreciation when they believe the additional risk is warranted by favorable market conditions.
Our philosophy is to actively manage risk and provide variable exposure while capturing steady returns.
David Johnson, is Managing Director and Chief Operations Officer of the Sub-Adviser. Mr. Johnson has served the Sub-Adviser in these roles since its formation in March 2023. Since 2010 he has served as Managing Director and Chief Investment Officer of Global Capital Group, LLC (an introducing broker and financial consultant). Mr. Johnson is also the Managing Member of the General Partner of Global Capital Markets Fund, L.P., a global macro hedge fund, where he utilizes his expertise to assist investors and family offices in creating diversified portfolios.
Mr. Johnson began his career at NASA as a systems engineer on the Space Shuttle program. He later transitioned to Honeywell Space Systems, where he held numerous engineering and management positions for 22 years on the Space Station and Space Shuttle programs. During his tenure, Mr. Johnson contributed to multiple civilian and military satellite projects, including serving as the company's Site Director at Johnson Space Center for the International Space Station program. He has received several awards and recognition, including Outstanding Engineer from Honeywell, and a Space Shuttle Award & Special Letter of Commendation from NASA.
Jerry C. Wagner, J.D. is an innovator in applying technology and hedge fund investing techniques to individual investing and risk management. Jerry C. Wagner founded Flexible Plan Investments in 1981.
Mr. Wagner’s background includes pioneering new techniques in market analysis, designing quantitative methodologies and managing investment portfolios.
Timothy Hanna is responsible for performing applied economic and quantitative research for Flexible Plan Investment’s strategies and mutual funds. He reviews new and existing strategies, ensuring that algorithms perform within expectations, providing modifications to achieve best execution and efficient implementation. Mr. Hanna has a bachelor’s degree in accounting from Wayne State University and a master’s degree in finance from Walsh College. He holds the designation of Chartered Financial Analyst (CFA).
Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.
Daniel Poppe combines financial and economic theory with data analytics to model investment algorithms for use in Flexible Plan Investments’ mutual funds and strategies. In addition to developing the structure of these offerings, he establishes procedures for their implementation and reviews their performance on a continual basis. Mr. Poppe holds a bachelor’s degree in finance and a bachelor’s degree in business economics from Oakland University. Mr. Poppe also holds the designation of Chartered Financial Analyst (CFA).
Michael L. Price has served as President of the sub-adviser since he founded it in 1997. After graduating from Auburn University in 1971 with a degree in Applied Physics, he was commissioned an ensign and sent to flight training. After 32 years of service, including 23 years of commissioned services as a Navy pilot, he retired as a Captain (O-6).
In 1993, he formed Investors OnTrack, Inc., to provide training for high net worth individual investors and professional investors, with an emphasis on technical analysis. In 1997, he formed Price Capital Management to manage individual accounts using mutual funds. In 2000, he formed two hedge funds and began the transition to hedge fund management. Price Capital Management currently manages four hedge funds in addition to the OnTrack Core Fund using a similar investment strategy.
W. Lee Harris, Jr. has served as Chief Compliance Officer for Price Capital Management, Inc. since February 2012. Price Capital Management serves as sub-advisor to the OnTrack Core Fund, and Mr. Harris has served as co-portfolio manager to the Fund since its inception in January, 2013.
Mr. Harris founded and has served as President of Lee Harris Capital Management, Inc., since 2004. Mr. Harris served in the U.S. Navy from 1974-2004. He earned a Mathematics degree from the United States Naval Academy in 1974, and a Masters in Business Administration from the University of North Florida in 1981.
Ralph Doudera is the CEO of Spectrum Financial, Inc., a Registered Investment Advisory firm established in 1988. Over the past 25 years Spectrum’s investment and trading philosophy has strived to consistently provide above average investment returns while minimizing downside losses. He is also an investment strategist to Hundredfold Advisors, LLC managing the Hundredfold Select Alternative Fund. Mr. Doudera has a Bachelors Degree in Mechanical Engineering and a Masters Degree in Management and Finance from New Jersey Institute of Technology. He has also received a Masters Degree in Biblical Studies from Regent University. His first book, Wealth Conundrum, is now in its third printing, and it addresses the puzzles of wealth from a Biblical perspective.
Mr. Warwick was named Portfolio Manager of the North Country Large Cap Equity Fund in February 1, 2025. He has been active in the investment profession since 1990. He founded Quantitative Equity Strategies (QES), a quantitative investment management firm that developed indices for the mutual fund industry, in 1999. The firm developed products for fixed income, managed futures, hedge fund, and private equity applications. The firm’s index business was sold to a mutual fund complex in late 2016. He serves as Chief Investment Officer of Aveo Capital’s Rock Haven team, which has approximately $300 million in client assets.
Mr. Warwick is also the author of Searching for Alpha: The Quest for Exceptional Investment Performance (Wiley, 2000) and has contributed to numerous industry publications. Mr. Warwick was previously a founding shareholder and Chief Investment Officer of Sovereign Wealth Management, Inc., a multi-family wealth management firm, which was purchased by United Capital Financial Advisers in 2011. He also served as Head of Quantitative Trading at Exis Capital, a New York-based hedge fund. His other books include:
He has an extensive background in derivatives. He managed the first managed futures index fund in the mid-1990s, which was based on the indices created by Managed Account Reports, an industry publication that was purchased by Euromoney PLC. He later developed the Aspen Managed Futures Beta Index, which won Index of the Year (2014) by CTA Intelligence Magazine. He has edited and contributed to several books on the use of exchange traded futures, including the widely used college text The Futures Game (McGraw-Hill, 1998) and The Handbook of Managed Futures (McGraw-Hill, 1996).
Mr. Warwick is active on several corporate and non-profit boards, including:
Mr. Warwick earned an MBA from the University of North Carolina, a BS in chemical engineering from the University of Florida, and additional undergraduate degrees in physics and chemistry. He enjoys playing tennis, scuba diving, and other activities with his wife of 37 years and their three adult children.
