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.

Learn More

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

JAMES POPE

Investment Advisor

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

shane

SHANE HAAG

Investment Advisor

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

shantelle

SHANTELLE PALERMO, EA

Tax Strategies & Consultations

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

reggie

REGGIE MCFADDEN, CFA

Investment Research

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

maggie

MAGGIE HARRELL

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

Rock a Bye Baby

James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” October 2025 Rock a Bye Baby Don’t be lulled to sleep by promises of a bright future. “A farmer has to be an optimist, or he wouldn’t still be a farmer." ― Howard Marks Currently we find the headlines humming their lullabies. “AI stocks soar again,” “Tech Titans Carry the Market,” “Seven Companies Worth More than Entire Countries,”...

Wooo Pig Sooie!

James Pope |
DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” December 2024 Wooo Pig Sooie! How Regulation can make one rich and famous! “A farmer has to be an optimist, or he wouldn’t still be a farmer." ― Will Rogers At Advisor.Investment, our ”favorite” investments have five characteristics: Easy to understand Strong competitive advantages Long runway to receive high returns on reinvested profits Shareholder-friendly management Stock price provides...

Opportunity Costs

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...