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ACG Dynamic Portfolios

Technology with a Personal Touch.

Rules-Based, Personal Model Portfolios.

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  • Rules-based investment management.

  • Programmable rebalancing.

  • A marketplace of leading managers.​

  • No additional advisory costs.

  • Tax harvesting & cash management.

What are ACG Dynamic Portfolios?

​​Dynamic Portfolios is a rules-based investing platform that allows ACG advisors to build customized personal models for our Clients on virtually any rebalancing schedule, across a range of investing strategies.

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Eligible Accounts:

  • IRA, Roth IRA, SEP & Simple IRAs.

  • Taxable Brokerage Accounts.

  • Custodial Accounts & Trust Accounts.

  • Cash Balance Plans.

  • Solo-401k Plan Accounts.

Video: An Intro to Dynamic Portfolios

Rules-Based Investing & Strategies

Would you like to invest in specific equity securities or in specific fundamental strategies?  Dynamic Portfolios allows your ACG planner to design a portfolio using rules-based security selection, and a custom rebalance schedule.

Video:  Building Models with Dynamic Portfolios

Full Plan Integration - ACG is a Registered Fiduciary.

The technology that drives Dynamic Portfolios flows seamlessly into your existing ACG financial plan.  Your ACG advisor will help you build, monitor, and update your plan where needed.

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Building Income Generating Portfolios with ACG Dynamic Portfolios.

Would you like to build an income portfolio with your ACG advisor?  Using Dynamic Portfolios, our advisors can screen select, and implement various portfolios.  Using custom rebalancing, we can update the portfolio and monitor on a regular basis.​​

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Build with multiple product types:

  • Mutual funds & ETFs.

  • Preferred shares & ETFs.

  • Cash and equivalents funds.

  • Dividend paying equity portfolios.

  • Total bond portfolios.

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Ready to get started?

Investment advisory services offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be educational in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG.  Additional fees may apply due to exchange-related trading costs or trading in foreign securities.  Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third party sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. 

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Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  Not an investment advisory contract.  This information is not intended to be a solicitation for specific funds or securities.  

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