Investment Process

Our experienced team of financial professionals maintain a constant and rigorous institutional level investment selection, monitoring and investment replacement process.  Combined, these factors allow you to measure the relative performance, characteristics, behavior, and overall appropriateness of each investment as an option in your plan’s investment lineup.  

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Plan-Specific

Demographics 

Plan

Objectives

Behavioral

Research

Institutional

Money Management

Investment Policy Statement

Identify your plan’s unique needs and circumstances.

Clearly understanding your company and plan goals.

Applying high level investment wisdom

to benefit you and your employees

Utilizing human behavioral science to improve

plan success and participant outcomes.

Portfolio blueprint to help consistently provide

high quality investment solutions.

Receive Your free Investment Cost and Performance Analysis

Advisory services offered through Dynamic Wealth Advisors.
 

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

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Francis Gillis is an Investment Advisor Representative with Dynamic Wealth Advisors dba 401K Extra LLC All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  

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Check the background of this financial professional on FINRA's BrokerCheck

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