Company Information

Get to know Diversified Strategies LLC

Founded in 1993, Diversified Strategies, LLC is an independent, fee-only Registered Investment Advisor based in Michigan. The firm operates under a strict fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass discretionary investment management, financial planning, retirement planning, as well as tax and estate planning coordination for individuals, high-net-worth individuals, and families. Their investment philosophy is built on principles of diversification, long-term perspective, and cost-efficiency.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Diversified Strategies LLC

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.