Diversified Portfolios, Inc.
39520 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
No. advisers: 7
|Financial planning clients||0 (None)|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
April 3, 2019 - An inflection point looms for investors, making it an excellent time for advisers and clients to consider some of the remaining fallout from the decade-long bull market — namely, an overreliance on the S&P 500 Index as both an asset class and benchmark....
December 5, 2018 - The stock market's 3% drop Tuesday provides the latest proof that volatility is back. But the recent gyrations in major stock market indexes doesn't tell the full story of what's happening inside client portfolios. While marquee benchmarks like the Dow...
May 29, 2018 - Blackstone Group has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. The private-equity firm's Lombard International is leading the charge to promote exclusive insurance vehicles that can contain hedge fund...
May 2, 2018 - Neuberger Berman has launched a specialty finance group and hired Peter Sterling as a managing director and head of the new group, spokesman Alexander Samuelson said. The Neuberger Berman Specialty Finance group will seek assets within the consumer, small...
March 22, 2018 - The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style box construct...
August 11, 2017 - It's easy to feel good these days as stocks keep hitting new highs. But seasoned advisers know there's plenty of uncertainty out there ? a tumultuous political environment, the Federal Reserve revving up its tightening cycle, federal spending and tax...
February 15, 2017 - In launching its mobile-first platform, New York-based robo-adviser Finhabits decided to add something else that may be new in mobile advice: Spanish. Finhabits contends that its new platform is the first bilingual automated service for IRAs and other...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on January 15, 2020.