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Divvy Investments is a tool to help independent financial advisors be more efficient.

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Divvy Investments is a tool to help independent financial advisors be more efficient.
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Home- Divvy Investments for Advisors | divvyforadvisors.com Reviews

https://divvyforadvisors.com

Divvy Investments is a tool to help independent financial advisors be more efficient.

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1

About Us- Divvy Investments for Advisors

http://www.divvyforadvisors.com/about_us

FAQ- Divvy Investments for Advisors. We're on a mission to make life easier for investors and advisors. It was founded in 2015. The company is based out of Cary, North Carolina (outside of Raleigh near the Research Triangle Park). However, it is registered with SEC nationwide and is able to conduct business across the US. Carefully. Simply. Effectively. Data Science. Modern Portfolio Theory. Index funds. Rebalancing. Service. Rinse and repeat. Address: 92 Cornerstone Dr #110, Cary, NC 27519.

2

FAQ- Divvy Investments for Advisors

http://www.divvyforadvisors.com/faq

FAQ- Divvy Investments for Advisors. FAQ- Divvy Investments for Advisors. Common questions and answers. Why should I trust Divvy Investments to help me monitor portfolios? How does Divvy Investments make money? Revenue stream we have is from the monthly/annual subscriptions. We do NOT. Make money from selecting certain funds. And we do NOT. Take a percentage of your AUM. How much does it cost? Who will actually be managing the money and where will it be? How do I implement the models in taxable accounts?

3

Create an Account

http://www.divvyforadvisors.com/step1

FAQ- Divvy Investments for Advisors. Create a username and password. You can choose quarterly billing at $349.99/quarter ($1399.96/year) or annual billing at $1199.99/year. When any of the models become out of balance by /- 5% of the targeted threshold window, you will receive an email alert letting you know it is time to rebalance. Please proceed with registration. Video of Model A. Video of Model B. Video of Model C. Video of Model D. Video of Model E. Address: 92 Cornerstone Dr #110, Cary, NC 27519.

4

How It Works- Do You Divvy?

http://www.divvyforadvisors.com/howitworks

FAQ- Divvy Investments for Advisors. When you sign up you will be provided 5 index fund/ETF investment models allocated in line with modern portfolio theory. You invest your clients funds in the appropriate model at your chosen custodian. When the models get out of balance you receive an email alert letting you know it is time to rebalance. From there you (or your administrator) execute a block trade for all clients in that particular model. Our 3-pronged approach to adding value:. Click step 1 to begin.

5

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You are unable to access this email address. The website from which you got to this page is protected by Cloudflare. Email addresses on that page have been hidden in order to keep them from being accessed by malicious bots. You must enable Javascript in your browser in order to decode the e-mail address. If you have a website and are interested in protecting it in a similar way, you can sign up for Cloudflare. How do spammers get email addresses? Can I sign up for Cloudflare? Performance and security by.

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