It takes a strong team of experts to maintain a strong investment lineup.
Diversified devotes an entire team of experts, from a variety of disciplines, to the objective oversight of the plan's investment program. All are dedicated to one common goal — providing a well-chosen, well-managed and well-communicated array of investment solutions.
Our Manager Monitoring Group
Our Manager Monitoring Group develops and continuously hones our institutional fund offering, helping to ensure there are no gaps or overlaps in the fund array. They hire the specialists to manage each Diversified fund, monitor performance and reaffirm an investment's continued presence in our lineup. And, when warranted, they oversee sub-advisor replacements and the seamless transition to new management talent.
Our Professional Client Investment Specialists
At Diversified, we don't believe it's enough to offer a well-managed fund array. Custom portfolios must be carefully assembled to address each client's unique objectives, which is why we assign a dedicated client liaison to manage the responsive delivery of our expertise.
Your liaison documents your client's expectations, helps with the selection of funds and works with Diversified's Manager Monitoring Group. Your liaison will focus on marshalling our considerable resources to meet the unique needs of your client's organization.
It's all part of Diversified's total commitment to providing superior customer support, and providing access to our expertise whenever and however it's needed.