Swiss Disclosures

The following Addendum is provided to notify all Swiss clients of our compliance with the Swiss Federal Act on Financial Services. The new Act seeks to protect the clients of financial service providers and to establish comparable conditions for the provision of financial services by financial service providers, and thus contributes to enhancing the reputation and competitiveness of Switzerland's financial centre.

Dynamic Advisors Solution LLC ("Dynamic") is the legal name of the Firm (CRD #151367). Dynamic Wealth Advisors is the primary name under which we conduct our advisory business. Dynamic is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). While Dynamic may refer to itself as a “registered investment adviser” or “RIA” clients should be aware that registration itself does not imply any level of skill or training. Additional information about Dynamic and its investment advisor representatives (“Financial Advisors”) is available on the SEC’s website at www.adviserinfo.sec.gov.

Dynamic has affiliated with a non-profit Swiss Financial Ombudsman (“FINOS") to act as a neutral mediator between clients and financial services providers (Dynamic) in the event that a dispute occurs. As a neutral institute, FINOS will endeavor to find mutually acceptable solutions for all parties, thereby avoiding costly legal disputes.

Finanzombudsstelle Schweiz FINOS

Talstrasse 20, 8001 Zurich, Schweiz

Telefon +41 – 44 552 08 00

If you have any questions, please speak with your financial advisor Marina Hernandez or contact Compliance at Dynamic Wealth Advisors at 2415 E Camelback Road, Suite 700, Phoenix, AZ 85016 or calling 1-877-257-3840 x 720.

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Swiss American Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Swiss American Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.