How does the advisor help clients – Key Takeaways:
Diversified Global Investment Strategies, LLC (DGIS) is a leading financial advisory firm that specializes in providing comprehensive wealth management services to individuals and businesses. Through their team of experienced advisors, DGIS is dedicated to helping clients achieve their financial goals by utilizing diversified investment strategies and offering personalized financial solutions.
Here are some of the key takeaways on how DGIS helps its clients:
- Customized financial plans tailored to individual needs and goals
- Diverse investment portfolios to minimize risk and maximize returns
- Expert advice on retirement planning, tax strategies, and estate planning
- Regular monitoring and adjustments to portfolios to ensure alignment with client’s goals
- Access to a network of reputable financial experts and resources
Facts and Insights
DGIS has established itself as a trusted and reliable financial advisory firm, and here are some facts and insights about the company:
| Assets Under Management | $2.5 billion (as of 2020) |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | 20+ years |
With over two decades of experience, DGIS has successfully guided numerous clients towards achieving their financial goals and building long-term wealth.
Financial Services Offered
DGIS offers a wide range of financial services to meet the diverse needs and goals of its clients. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
The company utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation to create a comprehensive and effective plan.
Client Types
DGIS serves a diverse clientele that includes:
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
- Family offices
The company understands that each client has unique financial needs and goals, and their team of advisors is equipped to handle complex financial situations.
Fees & Compensation
As a fee-only advisor, DGIS earns revenue solely through advisory fees charged to clients. This ensures that their advice is always in the best interest of their clients, without any hidden commissions or conflicts of interest.
The fees charged by DGIS are transparent and based on a percentage of assets under management. This fee structure aligns the goals of the advisor with those of the client, as the advisor’s compensation is directly linked to the client’s investment success.
Background
DGIS was founded in 2000 and is headquartered in New York City. The company was built on the pillars of integrity, diligence, and expertise, and has since grown to become one of the leading financial advisory firms in the industry.
The team at DGIS consists of experienced and highly qualified advisors who are dedicated to providing personalized financial solutions to their clients.
Financial Advisor Disclosures to Know
DGIS is committed to maintaining transparency and ensuring that their clients are well-informed about their services. Here are some important disclosures to know about the company:
- The company is registered with the Securities and Exchange Commission (SEC), and also with state securities regulators as necessary.
- All advisors at DGIS are registered with the SEC as investment advisor representatives.
- DGIS has no disciplinary actions, regulatory sanctions, or criminal charges against the firm or its advisors.
It is important for clients to make informed decisions when selecting a financial advisor, and DGIS provides all relevant information to help clients make the right choice.