Diversified Consumer Planning Llc
Founded in 2009, Diversified Consumer Planning LLC is a boutique, fee-only investment advisory firm that specializes in low-cost, quantitative, algorithm-based asset management. Diversified Consumer Planning LLC invests in no-load mutual funds and low-cost exchange traded funds (ETFs) utilizing a quantitative, algorithm-based investment strategy. We consider multiple factors when identifying suitable investments for our clients; including value, yield, expense, momentum and volatility. Diversified Consumer Planning LLC is an independent investment advisory firm. It is not restricted in its selection of investments in any way. The firm diversifies across sectors, styles, and regions when building a portfolio; keeping its clients' investment timelines and risk tolerances at the forefront of its investment elections.
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