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 09/30/21. The fund's latest filing disclosed 362MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 362MM in positions, representing 58% of the manager's regulatory AUM.
DIVERSIFIED StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DIVERSIFIED Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 25.08% | ETF | 8.87% | -0.04% | 0 | 11% | ||
| BSV | 13.71% | ETF | -0.6% | -0.49% | 0 | 4% | ||
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FEATURED IN
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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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...
Get the Full Report
DIVERSIFIED Portfolio Concentration
DIVERSIFIED Location
39520 WOODWARD AVENUE
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304
DIVERSIFIED Contact Information
Phone Number: 248-644-3030
Fax Number: 248-644-4040
Website: http://www.diversifiedportfolios.net
Fax Number: 248-644-4040
Website: http://www.diversifiedportfolios.net
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Disclaimer
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