Divergent Path Capital Management

Divergent Path Advisors provides fee-only financial planning and non-discretionary investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. Services are delivered as fixed-fee, project-based written reports that conclude on delivery; the firm does not manage client portfolios or hold custody of client assets.

The adviser recommends strategic asset allocations across a range of instruments (ETFs, mutual funds, equities, fixed income, options and others) and may apply fundamental, technical, or cyclical analysis when tailoring recommendations. Advice is tax-aware and customized, but implementation, execution, ongoing rebalancing, and custody remain the client’s responsibility, with reviews or updates provided only upon client request.

Notable distinctions relative to many peers are that the firm does not offer portfolio management for individual accounts and does not charge percentage-of-AUM fees, instead operating on fixed, scoped engagements of limited duration. The principal brings extensive prior institutional investment experience and concurrently serves as chief investment officer and president of a university-affiliated oral health foundation, a dual role disclosed in the brochure that may influence how services are scheduled and delivered.