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‘Demand New-Beginnings’ (Divorce) Portfolio

A portfolio that transitions with you

With our divorce investing strategies, you don’t have to worry about your investments as you go through the challenging divorce process.

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One Stress-Free Portfolio…

Ending a relationship can be extremely difficult, especially when you’re trying to figure out how to split assets in a divorce. To help you through this hard time, work with a divorce financial planner who can guide you through the process and get you back on your financial feet. We’ll help you figure out which stage is best for you and automatically update it as you move through the divorce process.

STAGE 1: THE DEFENSE STAGE 0% Stocks, 100% Bonds

Designed for those still in the divorce process, this low-risk model allows you to set your money aside and focus on what matters.

STAGE 2: THE TRANSITION STAGE 10% Stocks, 90% Bonds

Designed for those who divorced in the past year, this model provides slightly more market exposure as you look forward to starting your new life.

STAGE 3: THE NEW BEGINNINGS STAGE 30% Stocks, 70% Bonds

Designed for those 1+ years post divorce, this model provides even more market exposure. After six months in this model, an advisor will contact you to help you think through what’s best for your financial future.

…With Uncompromised Features

Work with a divorce financial planner who can guide you before, during, and after your divorce proceedings. We’ll guide you through everything you need to know, including the ins-and-outs of divorce and splitting assets.

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

Your Divorce Portfolio
Portfolio allocation based on stage of divorce.
Large US Stocks
Total World Stocks
Intermediate Gov. Bonds
Mortgage-Backed Bonds
Inflation-Protected Bonds
Short Term Corporate Bonds
Intermediate Core Bonds
Enhanced US Bonds
US Ultrashort Bonds
US Real Estate
Global Real Estate
The Demand Wealth Divorce Portfolio does not contain aggressive portfolios. For more Divorce investment options, please contact one of our financial professionals.
Emerging Markets Bonds
Ultrashort Bonds
Intermediate Government Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
Once you have reached the target date, a Demand Wealth advisor will reach out to you for a longer term portfolio.

Portfolio allocation based on risk tolerance and is subject to change. Due to the nature of our Divorce portfolios, there are no Aggressive options. If you would like to discuss additional investment options, please contact one of our financial professionals.

Important Content

Read our full whitepaper and check out our Divorce blog articles below

Divorce in the 21st Century: Now vs. Then

Divorce in the 21st Century: Now vs. Then

“Over 50% of marriages in America end in divorce.” You may have heard this line,...

Read More
How to Save Money During Divorce: Save Yourself a Few Zeroes

How to Save Money During Divorce: Save Yourself a Few Zeroes

When you set out to get married, you don’t envision your spouse going from hero...

Read More
What is an Out-Spouse?

What is an Out-Spouse?

You’re going through a divorce. The assumed outcome is that you and your partner will...

Read More

Why Demand Wealth?

We genuinely respect and care about your interests and values, so we help you invest accordingly. We’re just as committed to your portfolio’s performance as we are to ensuring your investments are tailored specifically for you.We connect you with a network of specialists from estate planning attorneys to certified public accountants (CPA’s). Click here to meet our team! Our pricing structure is low and simple: 0.5% annual fee with no transaction fees or hidden costs.We help simplify and organize the complexities of your financial life.

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Demand New Beginnings

How do we figure out how much child support should be paid? What’s the difference between premarital and postmarital assets, and why does it matter? Should I keep or sell the house? Is my IRA considered marital property? What is a QDRO (Qualified Domestic Relationship Order) and why do I need one? Do I have enough to retire? Am I an “Out Spouse”? Will I lose retirement assets as a result of divorce? Is there an investment portfolio designed to help me get back on my feet?

Ask a Specialist…

Open a Divorce Portfolio today!

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Ask a Specialist

Click here to email divorce@demandwealth.com

1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.

Demand Wealth

© 2024 Demand Wealth, LLC. All rights reserved.

Information presented herein is provided for educational purposes only. There can be no assurance that any investment product or strategy will achieve its investment objective(s). There are risks associated with investing, including the entire loss of principal invested. Investing involves market risk. The investment return and principal value of any investment product will fluctuate with changes in market conditions. Past performance does not guarantee future results. Diversification neither assures a profit nor guarantees against loss in a declining market.

Advisory services offered through Demand Wealth, LLC, an SEC Registered Investment Advisory firm. Check the background of this firm on FINRA's BrokerCheck.

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