A complete list of active advisors currently associated with Diversified Investment Services LLC
Warmer can help you find a great advisor at Diversified Investment Services LLC or one who fits your needs even better.
Diversified Investment Services LLC provides ongoing portfolio management and one-time financial planning to individual and high‑net‑worth clients. The firm documents client objectives in an Investment Policy Statement and offers discretionary management and regular portfolio monitoring. The firm’s investment approach draws on multiple analysis methods — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and may employ both long‑ and short‑term trading as well as margin and options strategies. Portfolios can include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, annuities and non‑U.S. securities, and clients receive quarterly reporting from custodians. A noteworthy feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent and offers commissionable insurance and annuity products alongside advisory services, which the firm identifies as a potential conflict of interest. The firm also requires clients to use specified custodians (listing major institutional custodians) and describes receiving custodial research and other soft‑dollar benefits that may indirectly support its advisory operations.
To learn more about the advisors currently working at Diversified Investment Services LLC, 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 |
|---|---|---|
Durham, NC
| 24
|
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