A Dynamic Wealth Management Team

http://www.allbusiness.com/north-america/united-states-new-jersey/1003118-1.html

Mark Sudol came to the firm (again, when it was still called Dean Witter) in 1989, having begun his career at E.F. Hutton. He met Jeff at the Paramus office and found their philosophies were quite similar. A partnership soon developed to where they began working together with clients to provide recommendations that take account of the estate planning needs of individuals and families. Mark completed his CFP designation in 2000. "Together, Jeff and I are able to offer access not only to each other's experience, but also to other Morgan Stanley professionals. Additionally, we work with our clients' tax advisors and lawyers to help develop effective brokerage strategies for their wealth while minimizing the impact on taxes."

"The merger with Morgan Stanley in 1997 has created wonderful opportunities," says Jeff. "We were already offering focused, first-rate brokerage services. Now, as part of one of the world's premier investment banks, our clients and their businesses have access to top-of-the-line execution capabilities, research and financial products."

If you have significant assets, you will need to take a more sophisticated approach to growing those assets.

Our wealth management services go beyond just assisting with investing. "The Cagan Sudol Group, working with the clients' lawyers and tax advisers, helps to develop strategies that look at multiple layers," says Sudol. "Many of our clients wish to leave a legacy through philanthropic girting. Others desire to protect their heirs. Still others are looking to maximize current yields in this lowreturn environment. In addition there are investment issues that we help with relating to our client's businesses, real estate and retirement plans." Adds Jeff: "We work with every client as a distinct individual with their own particular sets of goals and needs."

If you have a million dollars or more to Invest and would like to speak to one of the partners at the Morgan Stanley

Dynamic Wealth fights against curatorship

http://www.mg.co.za/article/2010-03-01-dynamic-wealth-fights-against-curatorship

Last week the Financial Services Board (FSB) spent three days in court arguing why certain businesses within wealth management company Dynamic Wealth should be put under curatorship. The details are not as spectacular as Fidentia or Ovation (other financial operators that have been put into curatorship) as it appears so far that no money has been misappropriated. What the FSB objects to, is the way that Dynamic Wealth has structured some of its funds.

Funds under question

According to court arguments that Dynamic Wealth had intentions of starting its own unit trust Nominee Company under the Collective Investment Scheme Control Act (CISCA) but its application was turned down. It has continued however to run" associations" which it describes as investment clubs but which in their structure resemble a unit trust fund.

These include the Dynamic Wealth Investment Association, Retirement Fund Association, Multi-manager Association, Kwanda Association, MFI association and SASEP Association. The FSB has repeatedly asked Dynamic Wealth to cease operating these funds which are effectively open to the public but are not regulated. It is important to note that Dynamic Wealth's white labelled funds which are registered on the Metropolitan platform are not under question.

Where there is smoke there is fire

Putting a company under curatorship under these circumstances does seem draconian, however at what point does one become concerned about the management of a company? One of the criticisms of the FSB is that it has not always taken action timeously and therefore failed to protect the public -- for example in the case of Ovation Global Investment Services where approximately R147-million was effectively stolen from investors.

In the Dynamic Wealth case FSB argues, and correctly so, that "one of the requirements of a registered financial company is that its management maintain an open and cooperative relationship with the office of the Registrar and must promptly inform that office about anything that might reasonably be expected to be disclosed to such office".

The fact that Dynamic Wealth appears not to have co-operated with the FSB and is now taking a very hostile approach, has clearly raised the ire of the Register which according to law has very wide powers which is does not necessarily have to justify. (One just needs to ask the management of participation mortgage bond company Fedbond which was put under curatorship for two years only to be given a clean bill of health at the end).

Excessive costs of curatorship

Both the FSB and Dynamic Wealth need to put investor's interests first; not their egos or their business interests. A curatorship is an extraordinarily expensive process. Ovation investors have already paid close to R50-million in curatorship costs, with R500 000 going each month just to pay the two curators. Once funds are under curatorship, investors are usually prevented from withdrawing their funds until the curator has signed off the books -- this can go on for two years.

Posts Tagged ‘Dynamic Wealth Management’

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DynamicWManagement  – By investing funds offshore of one’s home country, there is an immediate benefit of protection against the troubles of the country’s market or currency. Offshore investing can take many forms. Alternative investment vehicles often include a component of offshore investments, such as offshore real estate, or offshore farm land and agricultural production, or [...]
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Dynamic Wealth Management Do good while making money: A guide to socially responsible investing

http://w3alth.com/2011/02/dynamic-wealth-management-do-good-while-making-money-a-guide-to-socially-responsible-investing/
Socially responsible investing (SRI) describes an investment strategy that combines the intentions to maximize both financial return and social good. In general, socially responsible investors favor corporate practices that are environmentally responsible, support workplace diversity and increase product safety and quality.
RI strategies provide investors with the opportunity to create positive change in the world through their financial decisions while remaining focused on their long-term investment strategy.
Investing money in a socially conscious manner has gained popularity since the 1970s, though the origins of the concept can be traced back to the 17th century. The idea grew for a number of reasons, including issues regarding the environment, consumer and employee rights, and military activities.
Many individuals who were civil rights and anti-war protestors in the 1960s became investors in the 1970s and 1980s and were looking for a way to express their convictions through their investment portfolios. The first mutual fund to screen investments based on social criteria was established in 1971.
Today, more than 200 mutual funds offer investors a way to access a social investment strategy. Some funds are broad in nature, while others focus on a specific cause.
According to the Social Investment Forum, in 2007, nearly 1 out of every 9 dollars under professional management in the United States (more than .71 trillion) was involved in socially responsible investing, outpacing the overall market. Interest in this investment approach has grown significantly since the mid-1990s.
Along with funds and other professionally managed portfolios that specialize in socially responsible styles, the Social Investment Forum reports that mainstream money managers are also incorporating social and environmental screens into their investment selection processes. The approach has also taken on global dimensions, as more investors around the world seek to promote specific causes through their investment dollars.

Dynamic Wealth Management, the efficient market theory 62

Dynamic Wealth Management: The branch of economic thought as “the efficient market theory” the hypothesis that the stock market almost completely effective in the sense that asset prices are almost complete when factoring known all known data. This theory of the extreme would mean that a monkey randomly selection of shares should be better or worse than the average Wall Street guru. Many people
Subscribe to this theory. Your most important consideration is that there are so many experienced people who are actively investing in stocks (I think the fund managers, fund managers, private equity have, guys, etc.) that all stocks are set exactly. The only way to make more money in shares or any class AASSET this problem is to take greater risks. Otherwise it’s pointless to try to attempt to select stocks because you can not find good deals (other people have already found it and raise their stock price).
People who believe in this theory in general, only in a broad, low-cost index fund investing fees. They try to diversify to reduce the risk (hence the appeal ETFs or index funds) and try to reduce transaction costs (again, against ETFs). By investing in ETFs and index funds, they can easily park your money in the long run, which limits their tax liability. market is not just a pretty good job of pricing stocks, and while most investors probably do not beat the random stock picking monkey. But the efficient market theory does not explain why some investors consistently beat the market, such as the legendary investor Warren Buffet and George Soros. There are also a range of daily rotations to think of the stock market is totally rational. It is also difficult to explain the 95-99 tech boom and subsequent crash of 2000-2002 to the efficient market theory, because it’s pretty clear episode of the investor was over-exuberance of the tech stocks. is the same. The “Smart Money”. http://hubpages.com/hub/Dynamic-Wealth-Management-the-efficient-market-theory

Dynamic Wealth Management Initial Public Offering Basics For New Investors - dynamic wealth management, dwmanagement, dynamicwmanagement

http://www.social-bookmarking.net/news/dynamic-wealth-management-initial-public-offering-basics-for-new-investors---dynamic-wealth-management--dwmanagement--dynamicwmanagement/Dynamic Wealth Management is a market leader in Financial Services. Here is a guide to Initial Public Offerings (IPO’s) designed to take the jargon and fear out of the myth that IPO’s are higher risk than ordinary investments.

Dynamic Wealth Management

Dynamic Wealth Management's portfolio managers know that the key to building portfolios is guarding against the risk of not achieving expected returns.

Experienced fund managers assess estimates of future returns and risk. Their goal is to achieve the highest possible return through the lowest possible risk exposure. This involves teamwork, because no individual can follow all trends and opportunities in the global environment.

A dynamic and focused management committee makes all the investment decisions. Dynamic Wealth Management follows an open door policy. Clients have direct and personal access to the company's portfolio managers.