Seeking Alpha

David Beutel  

ABOUT
W David Beutel, CFA, CFP, is president of Dynamic Allocators, LLC, a Registered Investment Adviser based in Houston that specializes in valuation-driven strategies that incrementally shift portfolios between risky and defensive assets based on the changing intermediate-term opportunity set available in the market.

A graduate of Stanford University and registered investment professional since 2005, Mr. Beutel has earned the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP), Certified Employee Benefit Specialist (CEBS), and Chartered Financial Consultant (ChFC).
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Bonds, Developed International Markets, Dividend stock ideas & income, ETFs, REITs, Retirement savings, Stocks - long
COMPANY
Dynamic Allocators LLC Dynamic Allocators LLC offers financial planning and portfolio management services. Our specialty is the application of our proprietary, valuation-driven strategies that incrementally shift portfolios between risky and defensive assets based on the intermediate-term opportunities available in the market. ...More
BLOG
Currently, you have no blog details. Click edit to add blog details.
Book
Currently, you have no book details. Click edit to add book details.