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About Us
If you have tried to navigate today’s financial waters, you know how difficult it can be. A confusing array of investment choices and complicated tax and estate planning laws may cause you to wonder if you are doing the right thing with your money. To make matters worse, you may not even know which questions to ask.
Finding a financial advisor who's just right for you can be difficult. You need to find a professional you can trust. For more than twenty years, the professionals at Diversified Investment Services, Inc. have been helping clients sort through their financial affairs in order to develop an appropriate investment strategy. We can help you with strategies to address questions such as:
- Will I have enough money for a comfortable retirement?
- Are my current investments "right" for me now?
- How do I manage my investment portfolio?
- Is there a way to reduce my income and/or estate taxes?
- Do I have the appropriate diversification given my risk tolerance?
As a client of ours, you can expect:
- Professionals with extensive education, experience and client assets exceeding $600,000,000.
- Solutions to your problems in terms that you can understand.
- A commitment to your financial well being.
- Objective advice, in the context of a long-term personal relationship.
Service
We are dedicated to providing you with outstanding service. As such, we strive to be readily available, listen perceptively, and skillfully address the full spectrum of your financial concerns. In short, we recognize that financial management isn't just about money. It's about providing solutions and services to help you reach your goals. Our goal is not just to meet your expectations, but to exceed them.
Discipline
Having well defined investment objectives allows you to be more disciplined in your approach to investments. Discipline is very important, especially when the markets are moving up and down on a day-to-day basis. Discipline allows you to make rational decisions when emotionalism in the marketplace could threaten sound judgment.
We will assist you in developing your investment objectives and maintaining the discipline that is critical to your investment success.
Account Protection
Transactions conducted by your Financial Advisor are cleared through Pershing, LLC, the world leader in providing brokerage services to independent financial institutions. Pershing’s membership in the Securities Investor Protection Corporation (SIPC) protects your account up to $500,000 (including $100,000 of claims for cash). Pershing also provides unlimited additional coverage for the securities in each account. However, this protection does not protect against losses from the rise and fall in the market value of investments. An explanatory brochure is available upon request or at www.sipc.org.
Timely and Accurate Reporting
As a client of ours, you will receive:
- Quarterly brokerage statements.
- Periodic portfolio updates.
- For fee based clients - quarterly reports that detail your positions, performance, and asset allocations.
- Accurate and timely reports for your team of advisors, such as:
o Cost basis reports for your CPA.
o Contribution and distribution reports for your pension administrator.
o Date specific account valuations for your attorney, realtor or banker.
Diversification does not assure a profit nor protect against loss. |
