Independent wealth advisory firm focused on multi-asset portfolio construction, retirement planning and tax-aware wealth management for affluent clients and small institutions. DIVERSIFY WEALTH MANAGEMENT, LLC offers discretionary investment management, financial planning and advisor-led solutions emphasizing diversified allocations, risk management and low-cost vehicles. The firm competes with regional RIAs and multi-family offices, targeting fee-based revenue, scalable advisory services and strategic partnerships with custodians and fintech platforms to expand AUM and client segmentation.
Independent wealth advisory firm focused on multi-asset portfolio construction, retirement planning and tax-aware wealth management for affluent clients and small institutions. DIVERSIFY WEALTH MANAGEMENT, LLC offers discretionary investment management, financial planning and advisor-led solutions emphasizing diversified allocations, risk management and low-cost vehicles. The firm competes with regional RIAs and multi-family offices, targeting fee-based revenue, scalable advisory services and strategic partnerships with custodians and fintech platforms to expand AUM and client segmentation.
Adopts a multi-asset, risk-aware investment philosophy that prioritizes diversified allocations across equities, fixed income, alternatives and tax-efficient vehicles to preserve and grow client capital. Emphasizes low-cost ETFs and active-satellite managers to balance cost control with targeted alpha. Capital deployment favors dynamic asset allocation driven by liability-aware planning and retirement time horizons, with glidepaths tailored to client goals. Underwriting focuses on manager selection, downside protection, and scenario analysis; portfolio governance uses disciplined rebalancing, stress testing and fee-transparent, fee-based client relationships to scale AUM and compete with regional RIAs and multi-family offices.
Adopts a multi-asset, risk-aware investment philosophy that prioritizes diversified allocations across equities, fixed income, alternatives and tax-efficient vehicles to preserve and grow client capital. Emphasizes low-cost ETFs and active-satellite managers to balance cost control with targeted alpha. Capital deployment favors dynamic asset allocation driven by liability-aware planning and retirement time horizons, with glidepaths tailored to client goals. Underwriting focuses on manager selection, downside protection, and scenario analysis; portfolio governance uses disciplined rebalancing, stress testing and fee-transparent, fee-based client relationships to scale AUM and compete with regional RIAs and multi-family offices.
| Trades 5806 | Longs Won 3446/5806 59% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $348,230.57 | Best Trade (Oct 15) $45.55M | Sharpe Ratio -8.78 |
| Average Loss -$99,589.55 | Worst Trade (Oct 15) -$25.73M | Z-Score 4.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $166,144.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 3,232 | $393,356.33 | $568,896.64 | - | $175,540.31 | 44.63% | +1.161% |
AAPL Apple Inc. | 449,050 | $112.25M | $153.73M | - | $41.47M | 36.95% | -0.182% |
ABBV AbbVie Inc. | 64,821 | $12.88M | $18.42M | - | $5.54M | 43.02% | +0.268% |
ABNB Airbnb, Inc. | 66,486 | $9M | $11.54M | - | $2.54M | 28.22% | +3.915% |
ABT Abbott Laboratories | 23,681 | $2.48M | $2.48M | - | $2,864.58 | 0.12% | +1.695% |
ABVX Abivax SA ADR | 20,817 | $2.37M | $1.9M | - | -$467,716.94 | -19.76% | +3.734% |
ACN Accenture plc Class A | 5,930 | $1.86M | $1.33M | - | -$533,585.31 | -28.66% | +4.205% |
ACWV iShares MSCI Global Minimum Volatility ETF | 9,980 | $1.2M | $1.27M | - | $72,247.21 | 6.03% | +1.12% |
ACWX ISHARES MSCI ACWI EX U.S. ETF | 33,132 | $2.27M | $2.47M | - | $197,632.38 | 8.71% | +0.141% |
ADBE Adobe Inc. | 9,563 | $4.71M | $2.39M | - | -$2.32M | -49.29% | +3.687% |
ADI Analog Devices, Inc. | 6,529 | $2.29M | $2.61M | - | $317,291.02 | 13.84% | -0.978% |
ADP Automatic Data Processing Inc. | 36,413 | $8.66M | $10.48M | - | $1.82M | 21.03% | +2.711% |
ADSK Autodesk, Inc. | 1,030 | $242,946.01 | $250,938.9 | - | $7,992.89 | 3.29% | +5.404% |
AEG Aegon N.V. | 27,006 | $196,063.56 | $223,474.65 | - | $27,411.09 | 13.98% | +0.425% |
AEIS Advanced Energy Industries Inc. | 840 | $271,076.4 | $205,018.8 | - | -$66,057.6 | -24.37% | -6.404% |
AEM Agnico Eagle Mines Limited | 8,669 | $1.38M | $1.61M | - | $235,577.31 | 17.09% | +5.181% |
AEP American Electric Power Company, Inc. | 10,712 | $1.34M | $1.33M | - | -$3,361.16 | -0.25% | -1.253% |
AER AerCap Holdings N.V. | 13,405 | $1.87M | $1.95M | - | $81,898.53 | 4.39% | +0.769% |
AES AES Corporation | 11,218 | $162,099.07 | $167,765.19 | - | $5,666.12 | 3.5% | -0.033% |
AFL Aflac Inc. | 7,268 | $783,568.23 | $857,805.7 | - | $74,237.47 | 9.47% | -0.157% |