You're Likely Paying Managers Who Are Under-Performing Their Benchmarks.
Last updated December 2022
Source: SPIVA
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Services |
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Your Advisor |
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investment management |
A principled and elegantly simple strategy that is easy to articulate |
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Private Investment Access |
Access to local private investment strategies used by uber wealthy |
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State of the Art Facility |
A state of the art office designed for interactive wealth planning |
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Financial Planning |
An interactive approach you've likely never seen before |
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Estate Planning |
Divergent will cover most - if not all - the costs of estate planning* |
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Tax Planning |
Divergent coordinates all tax strategies with your tax advisor |
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Dedicated Service Team |
significant firm resources are dedicated to a robust service team |
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Credentialed Advisor |
advisors are required to have 3rd party industry recognized credentials |
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Transparent Performance |
all Clients get a personalized home page dedicated to account performance |
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Client Friendly Website |
simple to navigate, rich in content, and user intuitive financial tools. |
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Digital Safe for heirs |
encrytped digital archive that houses a clients most sensative information |
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Legal Fiduciary |
a 100% legal fiduciary bounded by law to act in the clients best interest |
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Generational Relationships |
we most commonly work with multiple generations in a family relationship |
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*For qualifying clients only. Client must have at least $500,000 in managed assets with Divergent.