Diversified Portfolios, Inc.
Diversified Portfolios, Inc. is a wealth management and investment advisory firm headquartered in Bloomfield Hills, Michigan. Founded in 1989, the firm employs approximately 10-16 people, all of whom are advisors with industry-specific designations. They provide comprehensive financial planning, investment management, and tax optimization services, serving affluent individuals, families, and charitable organizations across the United States. As a fee-only fiduciary, Diversified Portfolios prioritizes building strong personal relationships and delivering client-centric, unbiased advice.
Investment Strategy
Diversified Portfolios, Inc. offers personalized discretionary investment management services tailored to clients’ goals, financial objectives, and risk tolerance. Their approach emphasizes diversification, cost effectiveness, and tax efficiency. As a fiduciary, the firm puts client interests above all else, aiming to clarify financial issues and optimize family financial decisions using unbiased, evidence-based strategies.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Mkt | 12.84% | $134.6M | 442,791 | $142.12 | $303.93 | +$15.4M |
J JBND | JPMorgan Active Bond ETF | 8.31% | $87.1M | 1,625,209 | $54.11 | $53.59 | +$7.3M |
V VCRB | Vanguard Core Bond ETF | 6.60% | $69.2M | 891,655 | $77.66 | $77.58 | +$9.3M |
A AVDE | Avantis International Equity ETF | 5.72% | $60.0M | 810,311 | $59.21 | $74.01 | +$11.0M |
I ICSH | iShares Ultra Short-Term Bond ETF | 5.34% | $56.0M | 1,103,609 | $50.44 | $50.71 | -$1.3M |