For Serious Investors Only

Advisor.Investments is an SEC Registered Investment Advisory Firm headquartered in Baton Rouge, Louisiana. Although we are open to working with qualified individuals from many backgrounds, over the years, we have assisted employees from numerous corporations such as ExxonMobil, ChevronTexaco, Total S.A., Shell Oil, Entergy, Energy XXI, XTO, and state retirees.

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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.

james
Investment Advisor

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

shane
Investment Advisor

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

shantelle
Tax Strategies & Consultations

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

reggie
Investment Research

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

maggie
Client Services

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

Latest Blog Posts

DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” April 2022 Dealing with inflation from an investor’s perspective “Inflation is a form of hidden taxation which it is almost impossible to measure.” John J Beckley While there exists a lot of uncertainty and change in global events at any given day, one area currently takes up more than its fair share of real estate in the minds...
James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” March 2022 The role of investment themes “Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” Peter Lynch I have written a lot about the investor’s mindset, and we now have two podcast episodes under our belts. In planning the third podcast, a new subject...
James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” November 2021 The Race, a broad vs narrow view “A Hare was making fun of the Tortoise one day for being so slow. ‘Do you ever get anywhere?’ he asked with a mocking laugh.” The Hare and the Tortoise Recently I have noticed a subtle difference in clients who survey only their custodian provided monthly statements and do...