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LET’S TALK
MUTUAL FUNDS
ABOUT
EXCHANGE TRADED FUNDS
INVESTING
ROTH IRA

hands holding a nest with a golden egg

Growth…done responsibly

Call us at 513-878-0195 to schedule a free review of your current financial plan and portfolio.

Call us at 513.878.0195 to schedule a free review of your current financial plan and portfolio.

INVESTING IS ABOUT RESPONSIBLE GROWTH

Dinergy’s Strategy

icon represneting evaluation

We Evaluate—the market opportunities

We continually evaluate the performance of over 90 exchange traded and mutual funds, providing exposure to tens of thousands of individual asset positions.

The days of portfolio managers making quarterly (or even monthly) decisions are gone. In today’s fast paced digital world, the balance of risk to reward and the way different holdings in a portfolio fit with each other change quickly. That’s why we continually monitor how every asset in our portfolios fit with our volatility and correlation criteria—the technical terms for risk and diversification.

We’ve chosen this particular set of exchange traded and mutual funds because together, they give us the ability to focus our investment decisions of specific market segments in a cost effective way.

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We Filter—through risk criteria

We filter key funds through our proprietary models to identify those we believe have the strongest upside opportunity for their associated risk.

We filter our group of funds through a variety of technical criteria to rank risk (volatility) vs. our assessment of potential returns and identify funds that, when taken together, reduce the portfolio risk, while, in our opinion, retain the upside potential.

icon representing balancing

We Rebalance—to meet portfolio targets

We rebalance your portfolio to continually meet our risk and return goals.

Every portfolio is a combination of funds based on our opinion of the best returns available for a target risk level. Markets today move dramatically faster than even five years ago. As a result, we need to be more tuned in to how these changes impact a portfolio’s risk.

In the past, rebalancing every quarter or monthly may have been sufficient, but in today’s fast-paced world, your portfolio needs constant attention to keep up with the “speed of today”.

HOW DINERGY PROTECTS YOUR NEST EGG

Grandma taught us that you shouldn’t put all your eggs in one basket. In this case, the eggs are your nest egg.

This means you need a proactive advisor on your team who keeps a constant watch on those investments. This means fine-tuning as needed to ensure that your portfolio matches your goals and the prevailing market environment over time.

So when you get to that future you’ve been dreaming of, your nest egg is more likely to be there—ready to work for you.