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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?

  • 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?

  • What is Modern Portfolio Theory and how do we know it's valid?

  • How do I know which asset allocation model to choose?

  • How do you choose the recommended funds?

  • How often do you send the alerts to rebalance?

  • Are my personal and credit card data secure?

  • Will you manage my investments for me?

  • What other services do you provide?

  • Where can I find the specific investment recommendations?