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Wealth Management

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

Years of Combined Industry Experience

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

Click each image below to learn more about each state of the investment process at Diversified.

Understanding the Objective

Portfolio Construction Process The Three Legs of The Stool

Bringing It All Together

Values-Based Investing A process for investors looking for personal alignment

One of the first steps in our investment process is our promise in getting to know our clients at a deeper level. In recent years, investors have made a push to align their personal values, morals, and beliefs in their investment portfolios. This is a very personal and customized decision that makes it difficult to create an exhaustive list of concerns, but we’re here to have the discussion if it’s important to you. Below are examples of areas underneath the values-based investing umbrella:

ESG ( (1)

The Diversified Difference

Are you ready for Lifelong Wealth?

Contact us today for a consultation.

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: 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.