While traditional asset allocation strategies can be a foundational portion of a client portfolio, they are incomplete on their own. Our multi-asset, opportunistic solutions can serve as an alpha creator and volatility buffer to traditional asset allocation models.
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.
Denis is a Portfolio Manager and a Partner of BCM. He joined BCM in 2015 as an analyst and has since become a portfolio manager with a focus on quantitative analysis. Denis contributes to the development and enhancement of our quantitative investment methodologies as well as the trading of BCM’s strategies. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance and holds the designation of Chartered Financial Analyst (CFA).
Brendan is a Portfolio Manager and a Partner of BCM. He joined BCM in 2012 as an analyst and has since become a portfolio manager with a focus on fundamental analysis. He also contributes to research and enhancements of our quantitative investment strategies as well as the trading of BCM’s strategies. He is a graduate of Boston College with a B.A. in Economics and holds the designation of Chartered Financial Analyst (CFA).
Bradley Barrie, CFP®️, ChFC®️, is a co-founder of Dynamic Wealth Group, LLC, and serves as Managing Director and Chief Investment Officer, overseeing portfolio creation and management of its Dynamic Alpha Solutions' Multi-Dimensional Asset Allocation models. Mr. Barrie has served the Sub-Adviser in these roles since its formation in March 2023. Before co-founding the Sub-Adviser, Mr. Barrie founded Dynamic Alpha Group, Inc. in 2017, which focused on assisting financial advisors with all aspects of financial planning, including investment portfolio creation and management. From 1998 to 2017, Mr. Barrie held various positions at Ameriprise Financial, LLC, including: financial advisor, private wealth advisor, manager & acting field vice president, and compliance officer.
Outside of his professional career, Mr. Barrie is committed to philanthropy and community involvement. In 2017, he received the Philanthropist of the Year award from the Amita Health Foundation. In addition, he founded The Alliance Foundation, a public 501(c)(3) organization dedicated to helping individuals achieve prosperity through programs that address food, shelter, and emotional support. Mr. Barrie also serves on the boards of several non-profit organizations.
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.
Jason Teed, CFA, Director of Research of the Subadviser, has served the Funds as a portfolio manager since March 2018. Mr. Teed has served as Director of Research since September 2017. From December 2012 to August 2017, he served as Assistant Manager of Research.
Mr. Teed is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies (up to and through completion and actual trading), proprietary asset-allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.
Mr. Teed holds an MBA in finance from Walsh College of Accountancy and Business Administration, where he graduated magna cum laude. He holds the designation of Chartered Financial Analyst (CFA)
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 designations of Chartered Financial Analyst (CFA) and Certified Fixed-Income Practitioner (CFIP).
Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.
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.