Yucaipa, CA Office

Global Diversified Investments provides financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and organizational or institutional clients. The firm also offers asset-management consulting and guidance on selecting other advisers, and it manages roughly $9.38 million in client assets across a small client base.

The firm operates on a primarily non-discretionary basis, executing investment decisions only after client approval and holding accounts at a qualified custodian. Its investment framework emphasizes a globally diversified, medium- to longer-term (4–8 year) asset allocation that includes equities, fixed income, commodity-related holdings, targeted individual issues, and dedicated inflation-hedge exposures.

Compared with many solo independent advisers, Global Diversified Investments highlights institutional and business-focused services (including consulting and strategy development) alongside individual wealth management, and it publishes regular market commentary and newsletters on its website. The brochure also emphasizes the firm’s specific allocation targets (e.g., allocations to individual issues, commodities, and inflation hedges) and its non-discretionary operating model, both of which are less common among similar firms.