Diversified Investment Advisors Gender Distribution
Research Summary. Using a database of 30 million profiles, Zippia estimates demographics and statistics for Diversified Investment Advisors. Our estimates are verified against BLS, Census, and current job openings data for accuracy. After extensive research and analysis, Zippia’s data science team found that:
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Diversified Investment Advisors has 50 employees.
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44% of Diversified Investment Advisors employees are women, while 56% are men.
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The most common ethnicity at Diversified Investment Advisors is White .
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20% of Diversified Investment Advisors employees are Hispanic or Latino.
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11% of Diversified Investment Advisors employees are Black or African American.
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The average employee at Diversified Investment Advisors makes $71,413 per year.
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Diversified Investment Advisors employees are most likely to be members of the republican party.
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On average, employees at Diversified Investment Advisors stay with the company for 5.3 years.
Welcome To Diversified Investment Strategies
I want to welcome and thank you for visiting our website today. We realize here at Diversified Investment Strategies that you have a choice as to who handles your wealth management needs. Hopefully, we can get to know you beyond just the numbers and help you realize both your short-term and long-term financial goals. We also realize that any relationship is built on trust. Each day, my team and I know our clients have choices, and we all strive 110% to continue to earn and build the trust that leads to a long-term relationship.
So, who do we work for and why should you choose us?
Diversified Investment Strategies has evolved with a few name changes since 1984, when my dad and I created Rosenberg & Associates. But the core value of treating people like you wanted to be treated has never wavered. Today, we have a multitude of clients ranging from NFL Alumni, to thriving business owners, medical professionals, as well as business executives.
Why select us?
We are creative, innovative, and strategic in providing you solutions to problems you might have never thought there was a solution for. We will work everyday to see your goals become reality. We have been serving the needs of our clients for over 40 years.
Lets have a chat and see how our experience and solutions can best serve you. I look forward and welcome the opportunity.
Diversification And Asset Allocation
How much should you own of each asset class? There is no universal best-diversified investment.
Investors use asset allocation to determine the exact mix of stocks, bonds, and commodities. It depends on your comfort with different risk levels, your goals, and where you are in life. For example, stocks are riskier than bonds. If you need the money in the next few years, you should hold more bonds than someone who could wait 10 years. So, the percentage of each type of asset class depends on your personal goals. They should be developed with a financial planner.
You should also rebalance according to the current phase of the business cycle. In the early stage of a recovery, small businesses do the best. They are the first to recognize opportunity and can react more quickly than big corporations. Large-cap stocks do well in the latter part of a recovery. They have more funds to out-market the smaller companies.
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Diversified Investment Advisors Purchase Ny Picked Galliard
Diversified Investment Advisors, Purchase, N.Y., picked Galliard Capital Management as investment manager for its stable pooled investment fund. The pooled stable value fund is being added as part of DIA’s bundled defined contribution package and brings to 24 the number of investment funds offered
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What Is A Mutual Fund
A mutual fund is a financial vehicle. It’s made up of a pool of investors’ funds used to invest in securities like stocks or bonds. They’re operated by money managers and designed to meet certain investment objectives. They give investors some diversification because they typically hold a hundred or more securities.
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When A Mutual Fund Is A Diversified Investment
A mutual fund or index fund provides more diversification than an individual security does. It tracks a bundle of stocks, bonds, or commodities. It is not a replacement for a well-diversified portfolio.
A mutual fund or index fund would be a diversified investment if it contained all six asset classes. To meet your needs, it would also have to balance those assets according to your goals. Then, it would adjust, depending on the stage of the business cycle.
Diversified Financial Advisors Llc
Our vision is to provide financial direction, including great service and sound advice, to both individuals and corporations.
Diversified Financial Advisors have a great commitment to excellence, both in providing wisdom and service. Our focus is not on how many clients we have, but on how many great relationships we have with our clients.
Our team and our approach are built around serving our clients well, understanding their specific needs and finding suitable strategies in their best interests.
Contact
14323 South Outer Forty Road
Suite 210 South
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2023 FMG Suite.
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Your Primary Home As An Asset
Most investment advisors don’t count the equity in a home as a real estate investment. They assume you will continue to live there for the rest of your life.
That attitude encouraged many homeowners to borrow against the equity in their homes to buy consumer goods. When housing prices declined in 2006, many homeowners owed more than their property was worth. As a result, many people lost their homes during the financial crisis. Some walked away from their homes, while others declared bankruptcy.
A Leader In The Retirement Plan Industry
Transamerica® Retirement Solutions is expertly focused onproviding retirement plans of all types to organizations of allsizes. Leveraging expertise honed by more than 75 years inbusiness, we serve:
- more than four million retirement plan participants*
- the entire spectrum of defined benefit and definedcontribution plans, including 401 and 403 , 457, profit sharing, money purchase, cash balance,Taft-Hartley, multiple employer plans, nonqualified deferredcompensation, and rollover and Roth IRA.
Transamerica® Retirement Solutions is part of the Transamerica®group of companies, one of the most highly regarded financialservices brands in the country. In fact, Transamerica has beenrecognized as Best in Class by trusted institutionssuch as PLANSPONSOR®.
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Diversified Investment Advisors Hedge Fund Company Info
Description:
Diversified Investment Advisors is a hedge fund management company based in Purchase, NY and has approximately $3.5 billion in assets under management. Diversified Investment Advisors specializes in Global Equity.
Contact Details
Hiring Status: Available
Find 30 categories of updated info on Diversified Investment Advisors including all of the above info in the below lists:
What Is A Diversified Portfolio
In a diversified portfolio, the assets don’t correlate with each other. When the value of one rises, the value of another may fall. The mixture can lower overall risk because, no matter what the economy does, some asset classes will benefit. That can offset losses in the other assets. Risk is also reduced because it’s rare that the entire portfolio would be wiped out by any single event. A diversified portfolio is your best defense against a financial crisis.
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How Diversification Works
Stocks do well when the economy grows. Investors want the highest returns, so they bid up the price of stocks. They are willing to accept a greater risk of a downturn because they are optimistic about the future.
Bonds and other fixed-income securities do well when the economy slows. Investors are more interested in protecting their holdings in a downturn. They are willing to accept lower returns for that reduction of risk.
The prices of commodities vary with supply and demand. Commodities include wheat, oil, and gold. For example, wheat prices would rise if there is a drought that limits supply. Oil prices would fall if there is excess supply. As a result, commodities don’t follow the phases of the business cycle as closely as stocks and bonds do.
What Is A Portfolio
In financial terms, a portfolio is a collection of investments. It might include stocks, ETFs, bonds, mutual funds, commodities, and cash and cash equivalents. It could also have assets like real estate and art. You might manage your portfolio, or you might hire a financial advisor to manage your portfolio on your behalf.
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Are You An Executive Hr Leader Or Brand Manager At Diversified Investment Advisors
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- Diversified Investment Advisors
Zippia gives an in-depth look into the details of Diversified Investment Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Diversified Investment Advisors. The employee data is based on information from people who have self-reported their past or current employments at Diversified Investment Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Diversified Investment Advisors. The data presented on this page does not represent the view of Diversified Investment Advisors and its employees or that of Zippia.
Diversified Investment Advisors may also be known as or be related to Diversified Investment Advisors.
