Divvy Investments LLC Information

Divvy Investments LLC is an online subscription based tool designed to simplify retirement investing. The company is bootstrapped out of Cary, NC which means quarterly returns to stockholders and private equity exit strategies don't drive the business. It provides low cost asset allocation advice using data science to recommend specific index funds for the chosen models and provides alerts to customers on when it is time to rebalance. It is set up as a Registered Investment Advisor (RIA) with the SEC. The company doesn't hold any customer funds or ask customers to link their brokerage accounts to the website. It provides guidance for the do-it-yourself investor.