Diversifi Capital LLC

DiversiFi Capital LLC is a Limited Liability Company established in California in May 2015, specializing in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm's investment strategy includes asset allocation, selection, and regular monitoring, with a focus on socially impactful investments. DiversiFi aims to act as a fiduciary, prioritizing clients' interests and avoiding practices that could disadvantage any client. The firm also manages private equity funds and offers financial planning services at different levels, such as Starter, Core, and Plus, covering various financial aspects like tax planning, estate planning, and investment reviews. For portfolio management services, DiversiFi requires a minimum account size of $50,000, which may be waived at the firm's discretion. The fee structure is asset-based, ranging from 0.60% to 1.20% annually, with fees paid in advance and subject to negotiation. The firm does not participate in wrap fee programs and provides full transparency on fees and compensation. Clients have the option to terminate agreements within specific timeframes for a full refund. DiversiFi also discloses its brokerage practices, investment discretion, and voting policies to ensure transparency and client understanding. The firm's investment strategies involve various methods of analysis, including charting, fundamental, technical, and quantitative analysis, with a focus on risk management and client suitability.