Frequently Asked Questions

Divergent Capital Asset Management (DCAM) provides comprehensive private wealth management services, including retirement planning, estate planning, tax strategy, insurance solutions, and customized investment portfolios. Our goal is to help you secure and grow your wealth while aligning with your long-term financial objectives. For more detailed information, visit our Private Wealth Management page.

At DCAM, we start with a deep understanding of your financial goals, risk tolerance, and life milestones. Through our personalized financial planning approach, we integrate services like retirement planning, income protection, and tax optimization to ensure every aspect of your wealth is managed effectively.

DCAM offers access to institutional-grade alternative investments, including private equity, real estate, private credit, and hedge funds. These investments allow you to diversify beyond traditional portfolios, potentially enhancing your growth potential and aligning with your unique financial strategy. Visit our Alternative Investments page for more details.

Yes, DCAM offers tax-efficient investment strategies to help you maximize after-tax returns. Our advisors work with tax professionals to incorporate effective strategies within your investment portfolio, especially focusing on tax minimization during life events or transitions.

We provide comprehensive financial planning tailored to life milestones, such as retirement, education planning, and legacy creation. Our advisors guide you through each stage, ensuring your financial resources are aligned with your personal and family goals. Click here to see our Private Wealth Management Solutions.

Our onboarding process is designed to be smooth and personalized. It begins with an in-depth consultation to understand your financial landscape and goals. Then, we craft a tailored strategy, ensure a seamless integration of your assets, and provide ongoing support as your financial advisor. See what it takes to join our team.

DCAM provides regular performance reporting and portfolio reviews to keep you informed about your investments. Depending on your needs, we offer monthly or quarterly updates to ensure you have a clear view of your financial progress. 

DCAM collaborates with industry-leading partners, such as Fidelity, Orion, and Charles Schwab, to provide you with robust investment solutions and resources. These partnerships allow us to deliver comprehensive wealth management services and ensure your assets are managed with top-tier expertise.

Alternative investments can provide additional diversification, often uncorrelated with traditional assets like stocks and bonds. This helps reduce portfolio volatility and potentially enhances long-term returns. Visit our Alternative Investments page to understand how these options might benefit your financial strategy.

Our fees are transparent and based on the services you select. During our initial consultation, we provide a detailed breakdown of the costs associated with managing your assets, so you understand the value of our services. Contact us directly or schedule a consultation to discuss specific pricing.

Yes, qualified individual investors can participate directly in DCAMs alternative offerings. Please visit our Alternative Investments page to learn more.