# Diversified Portfolios

Diversified Portfolios is an Asset Manager based in Bloomfield Hills, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bloomfield Hills, United States
- **Region:** North America
- **Address:** Lake Oswego, OR, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** diversifiedportfolios.com

## Regulatory record

- **CRD number:** 108942
- **SEC file number:** 801-56371
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108942

## About

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.

## People

- Wade W. Slome — President and Chief Investment Officer

## 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.

## Related profiles

- [Professional Planning Group](https://altss.com/profile/professional-planning-group)
- [Principal Real Estate](https://altss.com/profile/principal-real-estate)

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Last updated: 2026-06-03T20:00:00.000Z

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