DIVERSIFIED PARTNERS, INC.

Overview

Diversified Partners, Inc. is an SEC-registered advisory corporation focused on institutional relationships and functioning primarily as a capital allocator. The firm’s stated advisory activity centers on the selection of other advisers, which indicates it builds portfolios through external managers and third-party strategies rather than running a large roster of in-house active trading teams. Diversified Partners does not characterize itself as an active ESG investor and is not identified as a multi-state adviser. The business model points to a concentrated client base of large institutional or pooled accounts. Affiliations listed with broker-dealers, other investment advisers, insurance companies and pension consulting channels suggest the firm operates within a networked distribution and service environment—sourcing investment options and executing allocations across partners and specialist managers.

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Location & Offices