DIVERSIFIED INVESTMENT SERVICES LLC

Overview

Diversified Investment Services LLC is an independent RIA organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Compensation is through a mix of AUM-based fees and fixed fees. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and does not operate as a capital allocator or a related adviser. The firm also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives