Diversified Resources, LLC

Diversified Resources, LLC is a registered investment adviser founded in 1983 and registered since 1993. The firm offers investment management services through a custom asset allocation program and a third-party adviser, SEI Investment Management Corporation. They also provide financial planning services tailored to individual and family needs. Clients receive discretionary portfolio management services, with investments customized based on risk tolerance and objectives. The firm acts as a fiduciary, obligated to act in clients' best interests. Fees are asset-based, ranging from 0.40% to 1.00% annually. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporations, and charitable organizations, with no stated minimum account size. Investment strategies are based on individual financial situations, goals, and risk tolerance. Risks include interest-rate, market, inflation, and liquidity risks. The firm does not receive soft dollar benefits, compensations for client referrals, or engage in directed brokerage. Clients' accounts are reviewed periodically, and they receive quarterly statements. Diversified Resources, LLC does not vote proxies on behalf of clients and does not provide financial information due to specific criteria not being met.