A complete list of active advisors currently associated with Different Investments, LLC
Warmer can help you find a great advisor at Different Investments, LLC or one who fits your needs even better.
Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and a range of financial planning services to individuals — including executives and entrepreneurs — as well as trusts, estates, charitable organizations and business clients. The firm’s planning offerings explicitly include divorce consulting, exit planning, and special‑needs planning, and it also works with pension and profit‑sharing plans and corporate clients. The firm structures client relationships around an Investment Policy Statement and ongoing portfolio monitoring, using a mix of analytical techniques such as fundamental, technical, charting, cyclical analysis and modern portfolio theory to tailor allocations. Portfolios may include a broad set of instruments (mutual funds, ETFs, fixed income, equities and derivatives), and the brochure discloses the use of options and other derivatives in separately managed accounts along with periodic rebalancing and tax‑sensitive transition plans for taxable holdings. What is noteworthy relative to peers is that the firm acts (or has acted) as a sponsor of a wrap fee program — a feature the brochure notes is uncommon among independent advisers — and it serves pension/profit‑sharing and other institutional clients, which the firm also characterizes as less typical for firms of its type. The brochure also discloses that the firm’s principal is active in other financial services activities (registered representative of a broker‑dealer and an insurance agent) and describes procedures to manage those potential conflicts under its Code of Ethics.
To learn more about the advisors currently working at Different Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ashburn, VA
| 21
|
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