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Diversified Portfolios
DIVERSIFIED PORTFOLIOS, INC. is an SEC-registered investment adviser in BLOOMFIELD HILLS, MI, registered since 1999. The firm manages approximately $1.9...
Diversified Portfolios
DIVERSIFIED PORTFOLIOS, INC. is an SEC-registered investment adviser in BLOOMFIELD HILLS, MI, registered since 1999. The firm manages approximately $1.9 billion in assets. It has 19 employees and 11 investment advisers.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Lake Oswego, OR, United States
Principals
Wade W. Slome
President and Chief Investment Officer
Frequently asked questions
Who runs investment decisions at Diversified Portfolios?
Wade W. Slome, the firm's founder, serves as President and Chief Investment Officer and makes all portfolio-level investment decisions. He previously managed institutional portfolios at larger firms before launching Diversified Portfolios in 1994 as an independent registered investment advisor.
How is the firm compensated and what is its fiduciary status?
Diversified Portfolios operates as a registered investment advisor, which carries a fiduciary duty to put client interests ahead of the firm's. The firm charges asset-based advisory fees rather than commissions or product-based compensation, a structural choice Slome made when leaving the broker-dealer model.
What asset classes does Diversified Portfolios allocate to?
The firm constructs global multi-asset portfolios spanning equities, fixed income, alternatives, real assets, and private investments. Allocation weightings shift based on the firm's top-down macroeconomic views rather than adhering to a static strategic benchmark.
Does the firm run pooled vehicles or separate accounts?
Diversified Portfolios manages client capital through separately managed accounts and mutual fund vehicles. The separate-account structure enables customization for individual high-net-worth families alongside the firm's institutional clients.
How does Diversified Portfolios source investment ideas?
The firm runs a macro-driven top-down framework that begins with global economic analysis to determine asset-class weightings, followed by bottom-up manager and security selection. Slome's public commentary through the Sidoxia Capital Management blog provides a window into the macro theses driving current positioning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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