About The Dynamic Advisor

Why did I launch “The Dynamic Advisor”?  BECAUSE YOU CAN’T BE PASSIVE WITH YOUR FUTURE.

I believe that every successful financial plan begins and ends with a dynamic investment strategy at the core. In a world where indexers currently control almost half of US stocks traded, private clients are starved for dynamic advice or risk following the heard. The financial advisory industry is moving to passive and robo investing. I believe this is a potential train wreck for investors. In this site, I hope to share my insights and observations on markets and global investing based on my extensive expertise gained as a financial advisor both in London and New York. The content is produced in collaboration with my partners at New York based, Registered Investment Advisor, C.J. Lawrence.