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Our Clients

Diversified Investment Services serves a wide array of clients. They come from all walks of life and have differing needs. However, they share in the realization that by coordinating and managing today's financial decisions, they can pursue tomorrow's goals.

Our clients are individuals and businesses that expect excellence and are firmly committed to achieving their goals. For the most part, they are not interested in managing their financial affairs on a daily basis, but rather, desire to simplify their lives through a mutually beneficial relationship with us. Because they see the value in independent advice, they are highly motivated to work with a personal advisor, not a sales representative.

Many of the clients we proudly serve are:

  • Seeking ”financial peace”
  • Accumulating wealth
  • Retirees
  • Widows
  • Business Owners and Private Practitioners
  • Professionals and Corporate Executives

Families or Individuals who desire to leave a “legacy” should call or email us to schedule a complimentary, private consultation to determine if our services are suited to your needs. Please contact us by e-mail at [email protected] or by calling us at 714.974.4500.

Where in the World is DIS?

If you are planning a vacation during the summer and would like to have your picture posted to our website, wear your DIS hat or shirt and take a picture during your travels. Send it to [email protected] and we will post it on our website. Let’s see where DIS clients are traveling!

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