DYNALOGIC

A Platform for Dynamic Rebalancing at the Asset or Security Level for Superior Performance. Low Cost, Simple, Logical. Advisors up and running in 10 minutes... Rebalancing a client's portfolio is important but when to rebalance and what to rebalance is even more important. Most portfolios are typically rebalanced quarterly, semi-annually, or some other pre-set date. What's magical about those dates? Also, rebalancing the portfolio back to target by moving money from one asset to another and selling winners to fund underperformers assumes return expectations are valid. We believe the current system is flawed! We believe we have a better solution- a rebalancing platform that is based on price not time and a platform that only rebalances those assets that have reached a pre-determined price objective... SELECTIVE REBALANCING.