Third party managers used by Divvi Wealth Management

When appropriate, Divvi Wealth Management utilizes the services of third-party investment advisers to assist with the management of client accounts. We assist clients in selecting an appropriate allocation model, interacting with the outside manager and reviewing the outside manager. Our review process and analysis of Outside Managers is further discussed in paragraph 8 of Form ADV Part 2A. Additionally, we will meet with the client on a periodic basis to discuss changes in their personal or financial situation, suitability, and any new or revised restrictions to be applied to the account.

Altruist, LLC