Skip to content

Bringing it all together

Bringing it all together

As you can see, portfolio management is a bit of both art and science. At the end of all these processes, we need to put the final portfolio targets together in a cohesive allocation that is intended to meet our clients’ objectives. The final process pulls together macroeconomic data, asset allocation research, and security selection into a single portfolio. The Investment Committee is tasked with overseeing this entire process and repeating it consistently to always be proactive with decision making.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

Diversified welcomes Renae Ransdell and team managing our newest office in Northampton, Mass. Click below to learn more:

X