DIFFERENT INVESTMENTS, LLC

Overview

Different Investments, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm structures client relationships around fee-based services that can include a percentage-of-AUM charge, hourly work and fixed-fee engagements, and it provides portfolio management both for private individuals and for small business or institutional clients. Investment execution centers on pooled public vehicles—primarily mutual funds—and the firm supplements those holdings with third-party alternative allocations. Different Investments is not positioned as an ESG-driven manager and does not report multi-state adviser status. Its advisory mix emphasizes traditional asset-allocation solutions delivered through mutual funds and annuity wrappers, with selected access to private-market strategies when appropriate for a client’s objectives and liquidity profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices