Q1 2023 Newsletter

January 26, 2023

Jan 2023 newsletter.pdf

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30700 Russell Ranch Rd
Suite 250

Westlake Village, CA 91362

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 on 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.

Kushal A. Shah is an investment advisor representative of Dynamic Wealth Advisors dba: DaVinci Capital Partners. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

DaVinci Capital Partners 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. DaVinci Capital Partners 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. User who gain access to third party websites maybe subject to copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites.

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