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Asset Management

At Diversified Financial Advisors, we understand the market complexities today’s investors face. Through a rigorous investment management approach and a consultative process, we work closely with you to create a personalized portfolio that addresses your financial needs, implement and monitor your strategies on an ongoing basis, and help you navigate the complexities of the markets.

Discretionary and Non-Discretionary Options

We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals. Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies. We offer two levels of investment management services. First, we can buy and sell securities on behalf of clients. We have access to a wide range of products, including alternative investments, stocks, bonds, and mutual funds. For clients who desire more assistance with managing their investments, we offer advisory services and can actively manage their accounts and make discretionary decisions.

A Comprehensive Approach

We utilize a disciplined process to create an investment plan that aligns with your needs. This begins with understanding your investment objectives, time horizon, and risk tolerance - all of which will drive your asset allocation and help us determine the right balance for you. We also have access to many educational resources, analytic tools, market research, and practice management support, which help us build comprehensive investment strategies. Once we construct an investment portfolio, we monitor its performance on an ongoing basis, rebalancing as required by changes in market conditions and personal financial circumstances.