Dynamic Growth Allocation Explainer Video

How Your Portfolio Can Adapt with the Market

Market conditions are always shifting—and so should the way your investments are managed. In this short video, you’ll learn how one of our investment strategies, the Dynamic Growth Allocation, adjusts its mix of stocks, bonds, and alternatives based on current market signals.

We’ll walk you through how this approach aligns with different investor profiles—whether you’re focused on growth, balance, or protection—and how it responds in Bullish, Caution, and Bearish environments. It’s a quick, easy way to understand a more dynamic approach to investing.