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Specialized in Serving Oil and Gas Retirees

Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families who generally tend to have $1MM in net worth or more.

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Our Firm

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

Team members

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James Pope and Shane Haag launched Diversified Investment Strategies, LLC in 2005 and rebranded the company name to Advisor....

JAMES POPE

Investment Advisor

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Shane Haag and James Pope launched Diversified Investment Strategies, LLC in 2005 and rebranded the company name to Advisor....

SHANE HAAG

Investment Advisor

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Shantelle joined the financial services industry in August 1998. Shantelle is the Advisor.Investments Team Leader and...

SHANTELLE PALERMO, EA

Tax Strategies & Consultations

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Reggie joined the financial services industry in December 2004. He is a 2004 graduate of Louisiana College where he holds a Bachelor of Science...

REGGIE MCFADDEN, CFA

Investment Research

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Kevin has been in the financial services industry since 2012. He graduated with a B.S. from LSU in 1999 and received his MBA from LSU in 2011....

KEVIN VIDRINE

Investment Advisor

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Maggie joined the financial services industry in May of 2004.  She is currently a Client Relations Specialist and also a member of our Tax...

MAGGIE HARRELL

Client Services

Latest Blog Posts

Just Can’t Take It Anymore
Oct 08, 2019 by ADVISOR.INVESTMENTS

Dis and Dat | Investment Commentary September 2019

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

Just Can’t Take It Anymore

“NO, we ain’t gonna take it.”

“We’re Not Gonna Take It”, a hit song from the Stay Hungry album by Twisted Sister, 

No, we aren’t talking about the outrageous heat in Southeastern Louisiana! ...

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What You May Not Know About Your Westlake Chemical Benefits
Aug 27, 2019 by ADVISOR.INVESTMENTS

Westlake Chemical provides a full suite of benefits from medical and dental to disability, 401k savings plan, and life insurance. We have found that clients are most curious to learn about how to integrate their current savings rate and 401k match into their overall financial situation and eventual retirement preparedness.

401k match and Annual Retirement Contribution (ARC)

The Westlake Chemical 401k matches 100% of your contributions (up to 4% of your pay)...

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What to do if you get a social security IRMAA letter
Jul 24, 2019 by ADVISOR.INVESTMENTS

Do you know what IRMAA is and how it may impact your Medicare Part B and Medicare Prescription drug coverage premiums?  If you stick around until the end, I’ll tell you 3 things to do to avoid getting hit by IRMAA.

If you are considered a higher income beneficiary, the law requires an adjustment to your monthly Medicare Part B (medical insurance) and Medicare prescription drug coverage premiums. They call it IRMAA.

...
Read More

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Please review Important Disclosure Information set forth in this web site. Advisor.Investments is DBA (Doing Business As) name for Diversified Investment Strategies, LLC an SEC-registered investment adviser. Insurance services through Advisor.Investments. This website provides general information, and is not intended to offer investment, insurance, or financial planning advice. The purpose of this site is to provide you with information about the firm, our services, our investment philosophy, and to provide a means for you to contact us for further information. Please click for terms of use.

Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

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Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

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