Lafayette Investments
DIS and DAT - www.Lafayette.Investments
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Dear Friends:
Now that tax season is in our rear view mirror we can move on to new adventures and one of those is to update you about changes around DIS. Some of you have already met him, but we would like to formally welcome and announce Kevin Vidrine to the DIS team. Kevin has joined us as an Investment Advisor representative. We have posted his bio, picture and experience here for your convenience http://lafayette.investments/ourteam.php along with the entire DIS team.
But wait, there’s more. As you know, we travel to Midland, Houston, The Woodlands, McComb, Mobile, Pensacola, and Lafayette to review with our clients as well as develop new relationships with future clients.
For a while now In Lafayette, LA we have rented a conference room at La Maison Des Avocats building a stone’s throw away from the Cathedral of St. John and the Lafayette Parish Clerk of Court. It’s there where an opportunity arose for us to lease our own office suite and conference room along with the wonderful Mrs. Shirley who greets all guests of the building. Naturally we jumped at the opportunity and have secured our place in Lafayette at 405 W. Main Street, Suite 107, Lafayette, LA 70501. It’s our view that this expanded ability to serve the Lafayette and surrounding areas, as well as the addition of Mr. Vidrine, will compliment what we have done and will continue to do with our main office and operations in Baton Rouge.
We will have an Open House on April 29th, between 11:00 and 2:00 with honey roasted chicken, crawfish fettuccini and more deliciousness catered locally by Joey’s. We hope those in the area and any clients willing to make a drive will come see us. Please rsvp via email at aunjelle@advisor.investments or call and let us know you are coming.
Last but not least, we built a website for that location at www.Lafayette.Investments. Please check it out and let us know if you think the name without .com is memorable. The website includes the location as well as other information about our firm and services.
Be well,
Shane Haag
Please remember to contact Diversified Investment Strategies, LLC dba Advisor.Investments, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Diversified Investment Strategies, LLC DBA Advisor.Investments to effect any specific transactions for your account. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Diversified Investment Strategies, LLC dba Advisor.Investments), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Diversified Investment Strategies, LLC dba Advisor.Investments. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Diversified Investment Strategies, LLC DBA Advisor.Investments is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Diversified Investment Strategies, LLC dba Advisor. Investments client, please remember to contact Diversified Investment Strategies, LLC dba Advisor.Investments, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Diversified Investment Strategies, LLC dba Advisor.Investments current written disclosure statement discussing our advisory services and fees is available upon request.
Advisory Services through Advisor.Investments • A doing business as name of Diversified Investment Strategies, LLC, an SEC Registered Investment Advisor • Insurance Services through Advisor.Investments
Main Office and Mailing Address: 11939 Bricksome Avenue, Baton Rouge, LA 70816
Voice: (225) 292-0687 ~ Fax: (225)292-0006 ~ Toll Free: (866) 748-0687
