It has been 2 years since I walked away from the corporate world and started Divvy Investments. Running a business is a delicate balance between excitement and terror. I am truly grateful for everyone who has helped get us this far.
A lot has changed in the past 2 years. We started out working with diy individuals (still work with a few) but quickly realized we were a better fit for advisors. We have fine tuned our quasi robo advisor. We have fine tuned our niche. Now we even do a little bit of marketing consulting on the side to compliment the models. Our focus is helping independent financial advisors spend more time building relationships with the right people and less time in front of their computers. We have had opportunities to do a handful of other things but for us it just made sense to put a laser focus on the little box and take really good care of our customers. A lot has changed and I have a few more grey hairs.
Our values have remained the same:
Be passionate: about life, family, friends, and our awesome customers
Evolve via education: learn something new and teach someone else