Dynamic Strategies

Dynamic investing blends the benefits of a strategic and tactically managed allocation. This type of portfolio remains invested, unlike a traditional tactical portfolio that may move to a fully defensive allocation. However, dynamic portfolios can make tactical/opportunistic shifts (i.e. decrease domestic exposure in favor of commodities). By combining the components of strategic and tactical, investors gain exposure to a risk adjusted portfolio that can take advantage of the current market environment.

Dynamic Strategies

Strategy Name :

Management Type :

Portfolio Classification :

wdt_ID	Strategy Name	Management Type	Portfolio Classification	Minimum Investment	Product Type	Details
1	Ambassador Income	Dynamic	Alternative Fixed Income	$250,000	Managed Acct.	View
13	MAMB/ Monarch Ambassador Income ETF	Dynamic	Alternative Fixed Income	—	ETF	View
14	Blue Chips	Dynamic	Large Cap Core	$250,000	Managed Acct.	View
15	MBCC/ Monarch Blue Chips Core ETF	Dynamic	Large Cap Core	—	ETF	View
16	Blue Chips Elite	Dynamic	Large Cap Growth	$250,000	Managed Acct.	View
17	Dividend Plus	Dynamic	Large Cap Value	$150,000	Managed Acct.	View
18	Opportunity Income	Dynamic	Core Fixed Income	$25,000	Managed Acct.	View
19	ProCap	Dynamic	Domestic Asset Allocation	$250,000	Managed Acct.	View
20	MPRO/ Monarch ProCap ETF	Dynamic	Domestic Asset Allocation	—	ETF	View
21	Sector Alpha	Dynamic	Sector Rotation	$25,000	Managed Acct.	View

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Dynamic Strategies