Diversified Portfolios is a fiduciary. Our fundamental fiduciary duty is loyalty to our clients, to put the interests of our clients ahead of our own. It seems so obvious, but this is not the standard to which most brokers and financial advisors are held.

Long term, the relationships we have with our clients can only work if we actually help them succeed -- and we enjoy a client retention rate of over 98%.

We serve as advisor to a broad range of clients, many of whom have been with us for nearly twenty years. Our clients include business owners, doctors, lawyers, executives, qualified plans and retirees. Some are managing family wealth, some are managing wealth they have created and some are fiduciaries, managing the funds of others through pension or profit sharing plans.

We often first meet our clients during a time of transition. Whether someone has just sold a business or is considering retirement, we provide a fresh perspective on the decisions that must be made. Our clients choose are us because we take the time to understand their circumstances and develop a game plan that works for them.