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Investment Management

Wealth Management

We offer a unique combination of online tools and dedicated advisors to help you manage your financial life confidently.
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Investment Services

Up to $500k

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Wealth Management

Over $500k to $2M investment assets

Free Consultation

Private Client

Over $2M investment assets

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  • Account set up with a Designated Advisor
  • Investment model selection from multiple models
  • Discretionary Investment Management
  • Investment reports delivered to your MyWealthChart Vault
  • Annual Offer for Personal Portfolio Review
Please Note: The scope of any consulting services depends upon the amount of assets under management, and the specific requests and needs of the client.  AI does not serve as an attorney, accountant, or insurance agent. AI does not prepare legal documents.  
All Investment Services Plus the Following:
  • Investment restrictions for personalized Investment management
  • Annual Offer: Big Picture Wealth Review
  • Annual Offer: Personal Tax Preparation
  • Personal Portfolio Reviews
  • Retirement Planning Advice & Consultation
Please Note: The scope of any consulting services depends upon the amount of assets under management, and the specific requests and needs of the client.  AI does not serve as an attorney, accountant, or insurance agent. AI does not prepare legal documents. If the client desires, we can be engaged to be provide tax preparation (minimum $500K in assets under management) and/or insurance sales per the terms and conditions of a separate fee (tax preparation)/commission (insurance products). 
All Wealth Management Services Plus the Following:
  • Annual Offer: Tax Strategy Planning Meeting
  • Quarterly Tax Review & Recommendation (if applicable)
  • Access to Retirement Planning Analysis & Reports
Please Note: The scope of any consulting services depends upon the amount of assets under management, and the specific requests and needs of the client.  AI does not serve as an attorney, accountant, or insurance agent. AI does not prepare legal documents. If the client desires, we can be engaged to be provide tax preparation (minimum $500K in assets under management) and/or insurance sales per the terms and conditions of a separate fee (tax preparation)/commission (insurance products).

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Please review Important Disclosure Information set forth in this web site. Advisor.Investments is DBA (Doing Business As) name for Diversified Investment Strategies, LLC an SEC-registered investment adviser. Insurance services through Advisor.Investments. This website provides general information and is not intended to offer investment, insurance, or financial planning advice. The purpose of this site is to provide you with information about the firm, our services, our investment philosophy, and to provide a means for you to contact us for further information. Please click for terms of use.

Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

Licensed in Alabama, Florida, Louisiana, Mississippi, Nebraska, Texas.
Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

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