YOUNGSTOWN, Ohio, October 15, 2025 — Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, today announced the integration of its model suite onto the Advyzon Investment Management platform (AIM). The partnership makes DPS’s research-driven investment strategies available through Nucleus, AIM’s model marketplace, while also providing advisors enhanced trading capabilities and streamlined implementation.
The integration brings four institutional-caliber DPS models to AIM users:
CORE ETF Growth Model
S&P 500 Stock Model
Nasdaq 100 Stock Model
CORE Income Portfolio Model
“Our collaboration with AIM adds valuable new functionality by bringing trading capabilities to DPS models for the first time,” said Kate Lindenberg, Vice President at DPS. “By combining our performance-driven models with AIM’s execution and technology, advisors receive an integrated solution to manage portfolios more efficiently and serve clients more effectively.”
This partnership also addresses a growing demand among financial advisors for flexible, technology-enabled investment solutions. Through the AIM platform, advisors can implement DPS models while maintaining their established client relationships and operational processes. The integration also provides real-time portfolio management capabilities and comprehensive reporting tools.
“We are incredibly excited to partner with DPS. They have built an outstanding service for their clients, and we believe this partnership elevates that value even further. By combining DPS’s model expertise with AIM’s turnkey trading, rebalancing, and cash management, we can help advisors free up time to focus on deepening client relationships and growing their businesses” said Mike Ursitti, Executive Vice President, Advyzon Investment Management.
The DPS suite available on AIM includes strategies tailored to a range of risk profiles and investment objectives. The CORE ETF Growth Model emphasizes long-term capital appreciation across global markets, while the S&P 500 and Nasdaq 100 Stock Models provide tactical exposure to U.S. equities through active management of individual securities. The CORE Income Portfolio Model is designed for stability and consistent income generation through a diversified mix of fixed-income assets.