What is a diversified investment advisor?

A diversified investment advisor is one that is equipped with a wide range of conceptual financial tools to give guidance about exactly what investment vehicles, account types, asset classes, and investment methods should be used to move investors towards their personal financial goals.

Is diversified a good place to work for financial advisors?

Diversified has been named as a Best Places to Work for Financial Advisors in February, 2024, March, 2023 and March, 2022 by Investment News. Each award covered the previous 12 months. Diversified did not pay to be included in the results, and the results were determined based upon employee surveys of national firms. Results may be found here.

Is diversification a fiduciary?

Diversification does not guarantee investment returns and cannot eliminate market risk or investment losses. Diversified investment advisors who claim to be fiduciaries must keep investors’ best financial interests in mind.