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A steadier investment journey
with Dynamic Risk Management

Traditional approaches work well enough in stable markets, however they call on you to sit on your hands and ride out the storm whenever markets turn. Our approach is designed to provide a steadier investment journey.

Conventional portfolio management keeps the asset allocation (more or less) constant and allows portfolio risk to fluctuate, unchecked. We believe this exposes investors to undue risk and stress during periods of increased market volatility.

DFS has invested in people, technology and processes to help investors take advantage of strong market conditions, with the ability to pivot to defensive assets when market turbulence rises. With DFS, you can experience a steadier investment journey through Dynamic Risk Management.