Divergent Capital Asset Management Highlights Credit Solutions as a Core Offering for High-Net-Worth Clients

Divergent Capital Asset Management Highlights Credit Solutions as a Core Offering for High-Net-Worth Clients

DORAL, FL / ACCESSWIRE / December 30, 2024 / Divergent Capital Asset Management, a boutique Registered Investment Advisor (RIA) firm specializing in private wealth management, alternative investments, and Outsourced CIO services, is highlighting its comprehensive credit solutions as a cornerstone of its offerings for high-net-worth clients. Utilizing Orion's open architecture technology platform, Divergent Capital emphasizes a seamless, cohesive experience for clients seeking flexibility, speed, and competitive rates in securities-based financing.

Integrated Credit Solutions with Orion's Top Technology Platform

Built on Orion's robust tech stack, Divergent Capital's platform allows clients to enjoy every critical financial solution in one place. Orion, the #1 software program for advisors and trusted by 12 of the top 15 Barron's RIA firms, combines financial planning, risk intelligence, trading, and multi-custodial capabilities into a single, streamlined experience. Additionally, Redtail CRM, a key component of Orion's ecosystem and the industry's top CRM, allows Divergent Capital's advisors to provide personalized and responsive service.

"Orion's technology empowers us to deliver an all-in-one experience for clients," said Chris Chakford, Founder and CEO of Divergent Capital Asset Management. "Our platform enables us to seamlessly integrate our credit solutions, ensuring clients can access every service they need efficiently and securely."

Credit Solutions Tailored for High-Value Needs

Divergent Capital's credit offerings cater to the specific requirements of high-net-worth clients, including real estate transactions, luxury purchases, business expenses, bridge financing, and private equity investments. By partnering with Tri-State Capital, Divergent Capital offers securities-based lines of credit that allow clients to leverage their existing investment portfolios to access liquidity for major purchases or investments without the need to liquidate assets.

Through securities-backed lending, clients can access flexible financing backed by the security of their portfolios, giving them more control over their investments while providing quick, accessible funding for time-sensitive financial needs.

Advantages of Divergent Capital's Credit Solutions

With competitive rates, speed, accessibility, flexibility, and availability, Divergent Capital's credit solutions ensure clients can meet their financial goals without compromising on cost-effectiveness or timing. The ease of accessing funds and the tailored structure of these solutions align with the fast-paced financial needs of high-net-worth individuals.

"Our credit solutions provide clients with rapid access to capital at competitive rates, which is essential for those who need flexible funding options," explained Chakford. "Whether it's for a strategic business investment or a personal purchase, our goal is to facilitate the financing our clients need, when they need it."

Orion's Technology: Supporting a Cohesive Client Experience

Divergent Capital's use of Orion's open architecture is key to delivering a unified experience across all its services. This advanced platform integrates Divergent Capital's offerings, including credit, financial planning, and risk management, into one comprehensive system, ensuring a seamless experience for both clients and advisors.

For family offices and RIAs utilizing Divergent Capital's Outsourced CIO services, Orion's capabilities enable efficient and effective management of complex financial portfolios, allowing for comprehensive risk management and personalized investment strategies.

Led by Expertise and a Commitment to Service

Divergent Capital is led by industry veteran Chris Chakford, who has more than 29 years of experience in alternative investments, private placements, and wealth management. Supported by a team with over 65 years of combined asset management expertise, Divergent Capital is dedicated to offering high-quality, customized financial solutions that align with clients' unique objectives.

Through Chakford's leadership, Divergent Capital emphasizes client-centered service and high standards of professionalism. The team's dedication to meeting the needs of high-net-worth individuals and family offices is emphasized by its commitment to providing comprehensive credit solutions and wealth management support through Orion's advanced platform.

About Divergent Capital Asset Management

Divergent Capital Asset Management is a boutique RIA firm specializing in private wealth management, alternative investments, and Outsourced CIO services. Leveraging Orion's top technology stack, Divergent Capital provides a cohesive, integrated experience for clients seeking sophisticated financial solutions. With a focus on competitive credit options, customized wealth management, and comprehensive risk management, Divergent Capital is a trusted partner for high-net-worth clients.

To Learn More visit: https://www.divergentcapitalam.com/

Contact: 800.834.6549

SOURCE: Divergent Capital Asset Management