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...

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Advisor. Investments is engaged, or continues to be engaged, to provide investment advisory services.

Latest Blog Posts

James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” June 2024 Opportunity Costs “A bird in the hand is worth two in the bush" Old prover As you may know, we distinguish clearly between money designated for “investments” and money allocated for “preservation” to simplify decision-making by stripping out industry jargon. For the preservation allocation, we use financial instruments with a “Preservation” objective such as money markets...
James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” “Luck don’t live out here. Luck lives in the city…You know, that’s whether you get hit by a bus or not. Whether your bank is robbed or not, or whether someone’s on their damn cell phone when they come up to a crosswalk. That’s luck. That’s winning or losing. Out here, you survive or you surrender. Period. That’s...
James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” April 2023 Confused and Scared? “Anyone who isn’t confused really doesn’t understand the situation.” Edward E Murrow Recent bank failures inevitably bring back memories of the great financial crisis around 2008. Now, as then, such failures are only one of a multitude of tumultuous historical events. A former United States President faces criminal charges amidst his ongoing political...