Our firm

Dynamique Capital Advisors, LLC (“Dynamique”) is a privately held, disability-owned business enterprise, founded to provide investment management products and services. We bring special skills to assist clients in planning and organizing their financial lives, whether an individual, family, trust/endowment, pension, investment fund or company. Our experience stems from having worked at the best and largest of U.S. corporations on investments, and having been entrepreneurs we know about business growth, raising capital and the associated challenges.

Our founder is disabled, and is especially motivated to assist persons and families with disabilities. We know that when one family member is injured, so is the entire family. In addition, we also know about the challenges encountered by disability entrepreneurs.

We stem from a family of professionals and entrepreneurs, understanding the unique needs of professionals (doctors, lawyers, CPAs, etc.) and entrepreneurs that are juggling the financial needs of their practices and companies.

Having personally raised and been engaged in deploying over $130 million in capital since 2008, you will find unparalleled experience in governance, financing (debt and equity), growth, liquidity and exit experience. Too many advisors are great at discussing strategies, our experience is direct ad we have the market-tested experience to deliver on a winning financial strategy for you.

Don’t rely on advisors and their academic and unproven valuations of your business. Rely on an advisor who has negotiated arms’ length investments, company sales, and contracts with the largest of investors in venture capital, private equity, Japanese trading firms, European companies and more.

Goals and objectives

Our goals and objectives are to facilitate and meet your goals and objectives. We organize and coordinate financial relationships and provide integration and oversight over all advisors provide due diligence and recommendations on all recommended financial products, services and strategies.

For families, we eliminate costly “gaps” in tax & estate planning by getting all advisors working together as a team improve transparency and reduce fees.

For entrepreneurs, we can assist with IP spin outs, family limited partnerships and other complex tax mitigation strategies. Our experience starts with our own, and being trained in law, finance, and the hard lessons of business.

Often times, you can think of us as your personal “board of directors.” We develop strategies to achieve financial objectives through our network of highly skilled professionals across all disciplines that have no conflict of interest in alignment of goals. Finally, we can educate clients on aspects of their wealth and capital including investments, philanthropy, governance, and generational wealth planning.