A complete list of active advisors currently associated with Diversified Management Inc

Warmer can help you find a great advisor at Diversified Management Inc or one who fits your needs even better.

Diversified Management, Inc. provides investment advisory, financial planning, and income tax services to individuals and families, with a majority of its clientele described as high‑net‑worth individuals, trusts, and estates. The firm also operates Cream City Investment Services (CCIS) to make model‑based portfolio management and basic financial planning available to clients who do not meet DMI’s $500,000 supervisory minimum. The firm’s investment approach prioritizes asset allocation and diversification over market timing, relying on fundamental analysis and a preference for no‑load mutual funds for most clients. For CCIS clients DMI implements one of eight risk‑based model portfolios (ranging from Capital Preservation to Aggressive Growth) on a discretionary basis, with semi‑annual rebalancing and quarterly performance reporting; DMI clients receive individualized allocation and ongoing monitoring tailored to their objectives. What is distinctive about DMI among similar team firms is its scale: it reports approximately $1.87 billion in client assets across six advisors (about $311 million per advisor) and roughly $1.73 billion managed on a discretionary basis, placing it in the minority of team firms with $200M+ AUM per advisor. The firm is employee‑owned and operates as a fee‑only adviser that integrates tax planning and tax return preparation (including staff with MST/EA credentials) into its advisory offerings while maintaining a separate DBA to serve smaller accounts.

To learn more about the advisors currently working at Diversified Management Inc, 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.