• Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

  • Jul 9 2024
  • Duración: 1 h y 2 m
  • Podcast

Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them Por arte de portada

Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

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  • Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, portfolios and performance. He brings to Dynamic specialized experience in asset allocation and security selection of various ETF and mutual fund portfolios. His experience includes managing mutual funds, ETF strategies and 529 plans, as well as evaluating investment strategies, including SMAs, model portfolios and individual funds through a robust due diligence framework. Prior to his role as CIO, Etus served as Head of Strategy, Investment Management. Under his leadership, Dynamic strengthened its investment research, asset allocation and strategy development, including the development and launch of enhanced ETF strategies, alternative investments and custom high-net-worth (HNW) solutions. Prior to Dynamic, Etus served the Orion organization (CLS Investments and Orion Portfolio Solutions) for more than 10 years. There, he held various roles, including Trading Specialist, Research Analyst, Portfolio Manager and finally, Director of Investment Research. He graduated from the University of Nebraska at Omaha with a Bachelor of Science degree in Business Administration and obtained Master of Investment Management and Financial Analysis and Master of Business Administration degrees from Creighton University. He holds the FINRA Series 65 securities registration and the Chartered Financial Analyst (CFA) designation. A self-proclaimed movie buff, when Etus isn’t providing investing guidance to Dynamic’s advisor-clients, he can be found watching the latest blockbuster film or spending time with his family. Etus was born in Novosibirsk, Russia. He currently resides in Omaha, Neb., with his wife and daughters.Key Takeaways[03:24] - Learn about Kostya’s career, background and his role at Dynamic Advisor Solutions.[09:05] - Learn more about Dynamic Advisor Solutions and what sets them apart as a firm.[12:30] - What is new or innovative at Dynamic over the last year?[13:52] - What were some of Kostya’s key takeaways from Berkshire Hathaway’s shareholder meeting this year?[19:16] - What are some of the reasons advisors should be using investment models?[22:17] - What are some of the best building blocks for successful investment models?[25:53] - What can be done in high net worth situations to enhance the model experience?[28:40] - What is Kostya’s quick and dirty market outlook and what is his favorite investment idea for the remainder of 2024?[32:95] - What are some of the most exciting blockbusters slated for summer release?[51:52] - Tips for picking your Fantasy Football lineup for this year.Quotes[10:13] - “There are three things we say that advisors should be doing that they are best at. Number one is servicing their existing clients. Meeting with their clients, making sure that everything is going well. Number two, growing their business - helping new clients, you know, bringing new people in. Number three, nothing. Do something that you love, go golfing, sleep more, spend more time with your family. So those are the things that advisors should be focused on and everything else, the minutiae of day-to-day life…you can let Dynamic take care of that.” ~ Kostya Etus[21:02] - “That’s what models bring to the table. You can always talk about exactly how, as a whole, the strategies are positioned, how they are managed and it’s more consistent. Models tend to be more diversified, just in general by definition, models allocate to lots of different asset classes that may offset each other and improve diversification. They are often times cost effective, easier to manage, easier to implement. You get access to professional management…and last but not least…an advisor’s primary focus should be servicing clients, raising assets and spending time with their families. Go work four days a week! Outsourcing investment management can really save advisors a tremendous amount of time.” ~ Kostya EtusLinksKostya Etus on LinkedInDynamic Advisor Solutions“Why Can’t We Be Friends” by WARConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.Compliance Code: 1498-OPS-6/13/2024
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