DIVERSIFIED Overview

Diversified Portfolios Inc. is an investment advisor that manages 625.9 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 160MM in positions, representing 26% of the manager's regulatory AUM.

DIVERSIFIED StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DIVERSIFIED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 27.21% ETF 2.49% 0.08% 0 10%
BIV 11.52% ETF -4.26% -0.57% 0 2%
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FEATURED IN
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DIVERSIFIED Founders and Key Employees

Name Title In Position Since
Robert E. Toal President/Chief Compliance Officer October-1993
Ronald M. Yolles Treasurer October-2010
Thomas C. Post Secretary October-2010

DIVERSIFIED Brokers, Custodians, Auditors and Administrators

Type Company

DIVERSIFIED Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

To analyze investments for your account, we use proprietary asset allocation information from Dimensional Fund Advisors (DFA) in Santa Monica, California. We also obtain informa- tion from a number of sources, both public and by purchase, including financial newspapers and magazines, research materials prepared by third-parties, corporate rating services, annual reports, prospectuses, filings with the SEC and company press releases. We believe these resources for information are reliable and regularly depend on these resources for making our investment decisions; however, we are not responsible for the accuracy or completeness of this information.

Investment Strategies

We use a variety of investment strategies depending on your circumstances, financial objectives and needs. Investments made in portfolios are predominantly long term, and the frequency of trading is limite...
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DIVERSIFIED Portfolio Concentration

DIVERSIFIED Location

39520 WOODWARD AVENUE
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304

DIVERSIFIED Contact Information

Phone Number: 248-644-3030
Fax Number: 248-644-4040
Website:

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Disclaimer

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