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

James Pope |
DIS and DAT - Learning to Run Downhill - February 2021. Our periodic communication that reminds you to ask, “Should I react to those headlines?” “The art of running downhill…. Don’t trip yourself while running downhill. That mountain you wanna climb? It’s just around the corner. DON’T INVENT DRAMA. It will come on its own.” Matthew McConaughey
James Pope |
DIS and DAT - Fear of Success - September 2020. Our periodic communication that reminds you to ask, “Should I react to those headlines?” “Too high, Too High” Major League Movie “Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure.” Marianne Williamson
03/31/2020 We hope this writing finds you in good spirits and staying safe from the Coronavirus (COVID-19). As you know, we are living in some very taxing times and I mean that literally. Since the pandemic, things in the tax world and each of our personal lives have been very fluid and feels as if they are changing daily.