A customer-focused approach is our hallmark.
Simply put, we put our clients’ success first.
Diversified Management Inc. (DMI) manages a limited number of accounts in order to provide our select and private group of high-net-worth clients with the results and exceptional personal attention they deserve. What makes us different from other firms? We are free from the conflicts of interest that characterize much of the financial services industry. We have no sales commission or volume targets to meet because we have no compensatory ties to any financial product or company. We don’t sell insurance. Our compensation comes solely from our clients. This independence makes us uniquely positioned to make objective recommendations and offer counsel based on the specific needs of our clients. Simply put, we put our clients’ success first.
A results-oriented, customer-focused approach is the hallmark of our long history of achievement in representing and protecting our clients’ interests. Let us show you how you can benefit from our extraordinary experience and unbiased service. Allow us to guide you on the journey to financial security.
CNBC ranks the 100 top-rated financial advisory firms of 2020.
Diversified Management is named #11 nationwide.
It takes more than just assets under management to earn a CNBC listing. CNBC also considered years in business, number of investment advisors and total accounts under management – all aspects important to our personalized approach. We are grateful for the recognition, and even more honored by the trust our clients have placed in us since 1993.