A complete list of active advisors currently associated with Diversified Strategies LLC
Warmer can help you find a great advisor at Diversified Strategies LLC or one who fits your needs even better.
The firm provides advisory services to individual investors, trusts, estates, and small business owners and primarily implements investment management by introducing clients to an external portfolio manager that invests through a family of mutual fund series. It also offers financial coaching, portfolio and fiduciary investment analyses for retirement plans, and investor education events; the brochure notes the firm currently reports no regulatory assets under management and does not itself exercise investment discretion. Investment work is centered on preparing an Investor Inventory and tailored investment policy statements, then acting as a co-advisor and liaison while the recommended portfolio manager implements model portfolios using Modern Portfolio Theory and periodic rebalancing. The firm’s advice emphasizes asset-class allocation and the use of commingled mutual funds, and it will impose client-specified restrictions with the third-party manager’s approval. What is noteworthy about this firm is its regular investor-education programming and workshops, which it presents individually or in groups in addition to client coaching — a service not common among firms in this category. The firm also formally selects and recommends a single external portfolio manager and receives referral and marketing support from that manager, and the principal is licensed to sell insurance products; the brochure discloses procedures and a code of ethics intended to address the potential conflicts those relationships can create.
To learn more about the advisors currently working at Diversified Strategies 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 |
|---|---|---|
Saddle Brook, NJ
| 18
|
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