Advisor.investments

Diversified Investment Strategies, LLC, operating as Advisor.Investments, is a registered investment adviser firm established in Louisiana in December 2004. The firm offers investment advisory services to individuals, business entities, trusts, and estates. Clients can engage the firm for discretionary investment advisory services with fees based on a tiered percentage of assets under management. Additionally, tax preparation and enrolled agent services are available on a selective basis for an additional fee. The firm may recommend the services of other professionals for non-investment purposes, but clients have full discretion over engaging these recommendations. Clients have the option to engage the firm for tax preparation services and insurance products on a commission basis. The firm does not participate in wrap fee programs and primarily allocates client assets among various securities and investment strategies. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The firm recommends Charles Schwab as a broker-dealer/custodian and may receive support services from them. Clients are provided with written transaction confirmations and account statements directly from the custodian. The firm does not compensate entities for client referrals and does not vote client proxies. Clients can grant the firm investment discretion, allowing the firm to buy, sell, or effect transactions on their behalf.