Driven Investments LLC

Driven Investments serves individual and high-net-worth clients with ongoing portfolio management and financial planning, offering both project-based and ongoing planning engagements. The firm provides portfolio construction using mutual funds, ETFs, equities, fixed income and structured notes, and also manages Self-Directed Brokerage Accounts and refers clients to third-party advisers when appropriate.

Driven generally manages accounts on a discretionary basis and documents client objectives in an Investment Policy Statement, applying a mix of modern portfolio theory, fundamental analysis and technical analysis in portfolio construction. It also operates model portfolios (Driven ETF and Mutual Fund models) and uses partner model offerings through The Pacific Financial Group, with due diligence and ongoing performance reviews of third‑party managers.

Noteworthy features include a relatively large client base—over 1,100 clients supported by a seven-advisor team—resulting in a higher client-to-advisor load than is typical for similar team firms. The firm’s use of SDBA model programs, its partnership and fee‑sharing arrangements with TPFG for workplace retirement plan models, and its requirement that clients custody assets with designated custodians (such as Charles Schwab or TPFG) distinguish its delivery and operational model from many peers.