Dynamique Capital Advisors, LLC

Dynamique was launched to fulfill the dream of investment management by our founder, Luka Erceg. Throughout our careers, we have been trusted advisors to the largest of U.S. corporations, investors (both individual and corporate), venture capital, and private equity. Following a life changing event, the loss of his arm, Mr. Erceg decided to launch Dynamique. Our goal is to bring our career experience to those who don't have access to the investment opportunities of the wealthy. We believe in the democratization of capital. Whether you are an entrepreneur, an employee, a professional, a retiree, business owner, executive, government employee, Church, non-profit, or endowment, you will find that our experience is broad and applicable to most anything you can ask of us. We are more than your financial advisor. We are your trusted advisor.

Website

https://www.dynamique.com

External link for Dynamique Capital Advisors, LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

San Diego, California

Type

Privately Held

Founded

2020

Specialties

Estate Planning, Investment Management , Start Up Capital, Entrepreneur, Non Profit, Mergers and Acquisitions, Capital Investment, Exit Planning, Business Divorces, Financial Planning , Investment Planning , Special Needs, Pension Plans 401(k) and 403(b) , Tax Planning, Retirement Planning , ESOP, Investment for Disabled , Distressed Assets, Real estate Investments, and International Tax Laws