ACG Dynamic Portfolios
Rules-Based, Personal Model Portfolios
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.
Eligible Accounts:
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IRA, Roth IRA, SEP & Simple IRAs.
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Taxable Brokerage Accounts.
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Custodial Accounts & Trust Accounts.
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Cash Balance Plans.
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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.
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.
Build with multiple product types:
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Mutual funds & ETFs.
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Preferred shares & ETFs.
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Cash and equivalents funds.
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Dividend paying equity portfolios.
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Total bond portfolios.
