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

· Orion's The Weighing Machine

Guest:Kostya Etus

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 role

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