How it Works- Do you Divvy?
When you sign up, you will receive a recommended asset allocation for your investments based on your risk tolerance. In addition, we will provide you with specific, low cost index funds or ETF (exchange traded funds that track an index) that will fit into the recommended allocation model. You continue to invest on your own (we do NOT hold funds or ask you to link your accounts to us) and we send you alerts when you need to rebalance.
Click step 1 to begin
Identify your risk profile.
We ask you a handful of questions and recommend an asset allocation model based on your answers.
Choose your investment model.
You can choose to either use our recommendation or a different model if you'd like.
Create your profile.
Choose billing frequency.
When the model needs to be rebalanced we will let you know.