A common-sense investment strategy
You should feel a surge of confidence when the market get rocky.
Divergent Wealth Signature Models
An investment strategy that is simple enough to articulate, sophisticated enough to produce tangible value, and structured to be executed with competitive fees?
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We know why your current strategy is likely falling short
You're likely paying managers who are under-performing their benchmarks.
Benchmark Results over 12 months
% OF MANAGERS THAT UNDER-PERFORMED
70% of large-cap FUNDS
36% of mid-cap FUNDS
36% of small-cap FUNDS
BENCHMARK RESULTS over 5 years
% OF MANAGERS THAT UNDER-PERFORMED
79% of large-cap FUNDS
64% of mid-cap FUNDS
75% of small-cap FUNDS
BENCHMARK RESULTS over 15 years
% OF MANAGERS THAT UNDER-PERFORMED
90% of large-cap FUNDS
90% of mid-cap FUNDS
90% of small-cap FUNDS
Last updated June 2019
Source: SPIVA