A complete list of active advisors currently associated with Advisor.Investments
Warmer can help you find a great advisor at Advisor.Investments or one who fits your needs even better.
Advisor.Investments (Diversified Investment Strategies, LLC) serves individuals, business entities, trusts and estates with discretionary investment advisory and portfolio management and, on a selective basis, provides tax preparation and enrolled agent representation. The firm is registered as a Louisiana insurance producer agency and its representatives can place insurance products on a commission basis. The firm allocates client assets across equities, fixed income, closed-end funds and ETFs and employs fundamental, technical, cyclical and charting analysis while implementing long‑ and short‑term strategies, trading and options transactions. It generally recommends a third‑party custodian for accounts, conducts ongoing portfolio reviews, and may employ derivatives and borrowing in managed accounts where appropriate; it may also offer performance‑based fee arrangements to qualified clients. Compared with many peers, Advisor.Investments operates an unusually broad office footprint for a firm of its advisor count and AUM, and it serves as adviser to an affiliated private investment fund (Aldabra Capital Partners, LP) that it may recommend to eligible clients, with related incentive compensation disclosed. The combination of private‑fund sponsorship, the ability to charge performance‑based fees, insurance commission activity, and use of options/borrowing in separately managed accounts differentiates its service and compensation mix from typical supported firms.
To learn more about the advisors currently working at Advisor.Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 22
| |
Baton Rouge, LA
| 19
| |
Baton Rouge, LA
| 22
|
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