Diversify Advisory Services, LLC

Diversify Advisory Services, LLC provides investment advisory and financial planning to a broad client base that includes individuals (including high‑net‑worth clients), corporations, pension and profit‑sharing plans, trusts, medical professionals, and small business owners. Its service offering covers portfolio/investment management (discretionary and non‑discretionary), financial planning and consulting, corporate consulting, retirement plan fiduciary and education services, and multi‑family office support.

The firm describes an investment approach that emphasizes tactical diversification and uses a mix of internal models and third‑party solutions across multiple platforms — including AMS/AMS+ (wrap program), DMS, OMS, VMS, TownSquare TMS, Envestnet Portfolio Solutions (EPS), and Pontera Retirement Solutions (PRS). Diversify routinely deploys a range of instruments and strategies such as exchange‑traded funds, mutual funds, separate‑managed‑account models, alternatives and private placements, structured notes, custom bond ladders, and options‑based strategies, and it documents client objectives in Investment Management Agreements and Investment Policy Statements while retaining the ability to engage sub‑advisors.

Noteworthy distinctions in the brochure include an explicit statement that charitable organizations are not listed among its client types and disclosures that Diversify may act as a solicitor for private fund managers and receive performance‑based, due‑diligence, or sponsor compensation — arrangements the firm says are disclosed to clients and monitored for conflicts. The brochure also highlights several ownership and affiliation arrangements (Falcon Park Capital ownership, an affiliated broker‑dealer DFPG Investments, insurance affiliations, and a joint venture with Wade Read Capital), along with operational features such as held‑away account management via Pontera and added disclosures on options and cryptocurrency risks.