Diversey Capital, LLC

The firm provides discretionary portfolio management and financial planning and consulting services to mid‑ to high‑net‑worth individuals as well as related entities such as trusts, estates, and closely held businesses. It generally requires a minimum account size and does not position its services toward non‑high‑net‑worth retail individual clients.

Its investment process emphasizes time horizon and diversification, matching short‑ and intermediate‑term needs to cash and bond exposure while directing longer‑term assets to growth‑oriented equity allocations using mutual funds and ETFs and proprietary analytical tools to select managers. The firm also offers a stand‑alone absolute‑return multi‑strategy program (DCM Strategy) that employs long and short positions, including option instruments, and is offered under a performance‑based fee arrangement; that strategy is not intended to be tax‑efficient.

Notable distinctions include that the firm’s principal maintains an active state managing broker real estate license, an uncommon outside business activity for independent advisers of this size. The adviser does not sell insurance or receive commissions, does not participate in wrap programs, and limits its services to discretionary management with periodic client reviews.