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
Jon Cahill, CFP®
Investment Analyst
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:
The Diversified Difference
Are you ready for Lifelong Wealth?
Contact us today for a consultation.