Our investment committee handles the investing, while your dedicated financial planner does the planning
– so you can focus on your goals and happiness.
The Investment Committee Meet the Team
The Investment Committee at Diversified brings a vast collection of experience and talent.
The committee meets weekly to discuss topics around Diversified’s investment philosophy, strategies, and technology. It’s the responsibility of the Investment Committee to maintain oversight of client portfolios and to proactively make investment recommendations in a rapidly evolving industry.
Diversified's Investment Philoshopy What We Believe
As an investment committee, we need to have guiding principles and beliefs to shape our decision-making process. These beliefs lay the foundation of how we manage our portfolios and allow us to act in a prudent manner through all economic conditions.
Click each section below to learn more about our Investment Philosophy at Diversified.
Diversified's Investment Process Learn how we handle your investments during our Lifelong partnership
Diversified's Investment & Manager Selection Process
More From The Investment Committee
The Diversified Difference
Are you ready for Lifelong Wealth?
Contact us today for a consultation.