Experience

Diversified Portfolios, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Partner/Financial Advisor

  • Oct 1993 - Present

  Diversified Portfolios, Inc. is a fee only investment planning and advisory firm based in Bloomfield Hills, Michigan. We act as a fiduciary in helping people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. What we value most is long term client relationships based on common goals and trust. Diversified Portfolios, Inc. is a fee only investment planning and advisory firm based in Bloomfield Hills, Michigan. We act as a fiduciary in helping people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. What we value most is long term client relationships based on common goals and trust.


Advance Capital Management
• United States
• Financial Services
• 1 - 100 Employee
• Portfolio Manager

  • Oct 1989 - Oct 1993

Roney & Co.
• United States
• Stockbroker

  • Sep 1988 - Oct 1989