Asset Manager

Updated:

Diversified Portfolios

Wade Slome founded Diversified Portfolios in 1994 as an independent RIA running global multi-asset strategies from Lake Oswego, Oregon.

Diversified Portfolios

Diversified Portfolios was founded in Lake Oswego, Oregon in 1994 by Wade W. Slome, who serves as President and Chief Investment Officer. The firm was built on a deliberate departure from the broker-dealer model — Slome established an independent registered investment advisor structure to eliminate product-driven incentives and align portfolio construction directly with client objectives. The firm runs global multi-asset strategies spanning equities, fixed income, alternative investments, real assets, and private capital. Portfolio construction is top-down macro-driven with bottom-up manager selection. Diversified Portfolios uses separately managed accounts and mutual fund structures to execute its strategies, targeting absolute and risk-adjusted returns without benchmarking to traditional indices. The geographic footprint reaches North America, developed Europe, Japan, and key emerging markets, with allocation weightings shifting alongside the firm's macro views. The firm operates from a single office in Lake Oswego with a concentrated professional team. Slome maintains a public voice through his long-running investment commentary, notably the Sidoxia Capital Management blog, where he has documented the firm's macro framework across multiple cycles. In 2023 he published "How I Managed $20,000,000,000 by Age 32," detailing his investment philosophy and career trajectory across prior institutional roles. Diversified Portfolios is structured as a boutique RIA where the founder remains both lead portfolio manager and primary relationship anchor — a model that concentrates decision-making authority with the named CIO. The absence of a layered committee structure means investment changes can be executed quickly, though it also ties the firm's continuity closely to Slome's ongoing leadership.

General information

Firm type

Asset Manager

Year founded

1994

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lake Oswego

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 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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