Diversified Investment Strategies, LLC (DIS) is an independent, fee-only investment advisory firm. We offer customized portfolio management services for ...
Diversified Investment Strategies, LLC (DIS) is an independent, fee-only investment advisory firm. We offer customized portfolio management services for individuals and their families as well as tax preparation, projections, and quarterly vouchers. Our team's primary focus is to manage the assets and provide excellent services while maintaining client freedom. ExxonMobil retirees and their families, located throughout the United States, represent the majority of our client base. We believe this has allowed us to develop an knowledge regarding their unique financial and retirement needs. It is our view that when the structure, incentive, and the mutually agreed-upon philosophy are a match, we both have the basis for, what we hope, is a long-term relationship Use our app to: - Contact Us - Receive DIS notifications - Watch & listen to our Team Strategists - Request Appointments - Ask questions - View our Tax Center - and much more!
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Day of release: 0000-00-0