At Diversify, we believe that our clients help to make us different. We’ve partnered with thousands of individuals, families and businesses throughout the United States, and we’ve come to see that many of our clients share some distinct beliefs that help explain why they feel Diversify provides solutions for their investments and wealth management needs.
Whether you're just getting started or have achieved a substantial net worth, the following client beliefs may help you determine if Diversify is right for you:
A Diversify client is someone who believes in establishing and following a long-term financial plan specific to their individual needs. A majority of our clients have stated financial goals and objectives and want to create an investment portfolio that is tailored to their plan.
A Diversify client is someone who believes in obtaining financial and investment education. A majority of our clients take advantage of attending our quarterly educational events, reading our weekly blog posts, reading our monthly newsletter, listening to our weekly radio show, and calling their advisor for additional insight and guidance.
A Diversify client is someone who believes in properly diversifying their investment portfolio. A majority of our clients desire to build investment portfolios that are balanced with several investment types. They believe that different asset classes may help manage risk and growth in changing market conditions.
A Diversify client is someone who believes in following a principle-based approach to personal finance and investment. A majority of our clients create financial plans that work towards eliminating debt, establishing adequate emergency reserves, and properly preparing for various cycles in the markets.
A Diversify client is someone who believes that, as a paying customer, they should be treated fairly and should receive exceptional customer service.