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To be the trusted investment manager for individuals, entrepreneurs, companies, endowments, pension plans, and others who are seeking long term financial security and wish to use wholistic financial, legal, tax, and strategy resources to make their lives and those of others more meaningful and productive for themselves and their community. Our clients understand that we manage their capital like it was our own and that we care for them like they were members of our family or organizations.
Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details and strive to be a calm navigator in the face of uncertainty.
We are fiduciaries, and it’s not just a word to be used frivolously. It’s a binding commitment to put clients’ interests first. To maintain this high standard of care and professionalism and make sure we cater to your specific situation, we first listen to your needs, goals and dreams. To be specific, Dynamique makes the following commitments to our clients, we will:
11440 West Bernardo Court
Suite 300
San Diego CA 92127
Dynamique Capital Advisors, LLC (“Dynamique”) is an investment advisor registered with the State of California and the State of Texas. The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted.
Registration does not imply a certain level of skill or training. The information on Dynamique’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute. Dynamique’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.
The information on Dynamique’s website or in its distributed commentary is not investment, tax, accounting or legal advice. Dynamique is not a tax advisor. For tax advice individuals should consult their CPA.
This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions.
All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Dynamique, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness.
All information or ideas described on Dynamique’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. The information on Dynamique’s website or in its distributed commentary is provided “AS IS” and without warranties of any kind, either express or implied.
To the fullest extent permissible pursuant to applicable laws, Dynamique Capital Advisors, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Dynamique does not warrant that the information on Dynamique’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Dynamique be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Dynamique or a Dynamique authorized representative has been advised of the possibility of such damages.
Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
