DINERGY

Overview

Dinergy is an independent, domestic LLC that serves individual and family clients with financial planning and discretionary portfolio management. The firm also operates as an insurance broker and charges a mix of percentage-of-AUM fees, fixed fees, and commissions. As a capital allocator, Dinergy selects third-party managers for certain exposures and offers selection-of-other-advisers services in addition to managing portfolios for individuals, small businesses, and institutional/business clients. The firm is not identified as an active ESG investor. The firm’s business model blends advisory and insurance distribution channels: advisory services and portfolio management sit alongside insurance brokerage and annuity distribution. That combination helps explain the presence of commission-based revenue in its fee mix and the use of annuities among client investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices