Family Dynasty Advisors VS Benchmarks

While market declines can't be prevented, our strategy of minimizing losses allows our clients to win even in down markets.

Independent Registered Investment Advisor Firm

Personalized and Responsive Attention

Fiduciaries Presenting Integrity First Mindset

INDEPENDENT REGISTERED INVESTMENT ADVISOR FIRM


(AS OF SEPTEMBER 30, 2022)

  YEAR TO DATE

Portfolios Family Dynasty Advisors Benchmark Return Difference
Growth -13.80% -21.59% 7.79%
Balanced -12.16% -17.08% 4.92%
Conservative -12.61% -16.32% 3.71%

  LAST 12 MONTHS

Portfolios Family Dynasty Advisors Benchmark Return Difference
Growth -12.40% -20.17% 7.77%
Balanced -11.21% -16.21% 5.00%
Conservative -11.29% -15.79% 4.50%

  SINCE INCEPTION*

Portfolios Family Dynasty Advisors Benchmark Return Difference
Growth -8.27% -11.88% 3.61%
Balanced -6.88% -9.58% 2.70%
Conservative 7.16% -9.86% 2.70%

OUTPERFORMED BENCHMARKS

7 Out Of The Last 9 Months

GROWTH PORTFOLIO

Benchmark is 95% stocks (65% Russell 3000, 20% MSCI Developed EAFE, 10% MSCI Emerging EM) 5% cash (90-day treasury bill) 

OUTPERFORMED BENCHMARKS

5 Out Of The Last 9 Months

BALANCED PORTFOLIO

Benchmark is 60% stocks (40% Russell 3000, 15% MSCI Developed EAFE, 5% MSCI Emerging EM) 35% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill) 

OUTPERFORMED BENCHMARKS

6 Out Of The Last 9 Months

CONSERVATIVE PORTFOLIO

Benchmark is 35% stocks (25% Russell 3000, 7% MSCI Developed EAFE, 3% MSCI Emerging EM) 60% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill) 

Models


Each model is a diversified selection of equity ETF’s with little to no overlap between the models. The allocation of each model can range from holding all cash to being fully invested which is determined by Family Dynasty Advisors based on market conditions and expectations. 

Divergent - A strategy focused on the various sectors of the economy with an investment time horizon of 1 - 2 months. 
Trend - This strategy follows the fluctuation of an investment with the intent of selling to lock in profits and then repurchasing after a market decline with an investing time horizon of 2 - 8 months. 
Tactical - An allocation of low volatility, high-income producing investments with a time horizon of 8 - 15 months. 

Portfolios


The investment allocation of each portfolio can range from holding all cash to being fully invested. This range is determined by Family Dynasty Advisors based on market conditions and expectations.
Conservative - A combination of the firms’ three models plus bonds, which are allocated to minimize volatility, generate income, and provide stable growth.
Balanced - A combination of the firms’ three models, with limited bond exposure, which is allocated to focus on long-term growth while minimizing the downside market.
Growth - A combination of only the firms’ three models, with the intent to maximize growth while maintaining a diversified investment portfolio.

TAKE THE NEXT STEP

Our Certified Wealth Advisor is here to give you more of the information you want, and the knowledge you never knew you needed. To get to your next goal, contact us today!

Glossary of Terms

Since Inception* - June 1, 2021
Performance Calculations - Family Dynasty Advisor's performance calculations are net of fees with dividends and income reinvested
Benchmark Assignment - We assign benchmarks to the respective portfolios and models based on similarities of market risk parameters not investment allocation.
Benchmark Index - Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an the firm's benchmark index.

   Disclosures


Past performance doesn’t guarantee nor necessarily predict future results. Investment performance figures shown are derived from composite returns of accounts that are actively invested and managed by Family Dynasty Advisors.
A short intro to hide the longer portions below. Add an additional image. Something short and sweet.