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Invest Your Assets

Learn About Investing
•	Stocks
•	Bonds
•	Short Term
•	Investment Fee Disclosure
•	Investment Glossary
•	Investment Articles
Review Choices
•	Selection Process
•	Monitoring Process
•	Fund Offerings
•
•	Prospectuses
•	Diversify Your Mix

Review Our Investment Choices

What you’ll find so distinctive about Diversified’s approach to investing is that that we offer a wide range of investment choices. From growth-oriented stock funds to income-oriented bond funds to strategic allocation funds, we make it easy for you to pick the right mix of assets for your situation—and diversify the retirement savings in your account.

But we don’t stop there. At Diversified, we constantly look at our offerings to make sure they meet the investment needs of our clients. To do this, we follow:

People
We consider all the firm's resources-as well as how well those resources are managed and deployed.

Philosophy
We look for a well-articulated investment philosophy that shapes the manager's process and defines the portfolio's construction.

Process
We review how each manager selects securities and constructs portfolios.

Product
We ensure the fund being considered makes best use of the firm's philosophy, people and process.

Performance
Even though past performance is no guarantee of future returns, we analyze the fund's historical performance to make sure it’s understandable and reasonable.

Identifies
40-50
Candidates

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8-10
Candidates

2-4
Candidates Presented