Skip to main content

  •  Tel: 225 292-0687
  •  Toll Free: 1-866-748-0687
  •  Fax: 225 292-0006
  •  
  •  
  •  

  • Home
  • Our Firm
  • Wealth Management  
    • Investments
    • Retirement Planning
    • Tax Strategies and Consultations
    • Retirement
  • Financial Education
    • Blog
    • Video Library
    • Whitepapers
    • Useful Websites
    • Financial Calculators
    • Retirement Budget Worksheet
  • Contact Us 
    • Lafayette, IN
    • McComb, MS
    • Mobile, AL
    • Midland, TX
    • Houston, TX
    • Pensacola, FL
  • My Wealth Chart
  • IMPORTANT DISCLOSURE

Focused on Retirement

so you can focus on life

Wealth Management

  Previous   Next

 

Videos

 

Retirement

 

Blog

 

Newsworthy

Home

For Serious Investors Only

Advisor.Investments is an SEC-registered RIA 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...

Responsive:: Acadia: Team Title

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.

Team members

Photo of team member

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

JAMES POPE

Investment Advisor

Photo of team member

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

SHANE HAAG

Investment Advisor

Photo of team member

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

SHANTELLE PALERMO, EA

Tax Strategies & Consultations

Photo of team member

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

REGGIE MCFADDEN, CFA

Investment Research

Photo of team member

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

MAGGIE HARRELL

Client Services

Latest Blog Posts

Learning to Run Downhill
Feb 27, 2021 by ADVISOR.INVESTMENTS

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

   ...

Read More
Fear of Success
Sep 30, 2020 by ADVISOR.INVESTMENTS

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

            I’ve previously...

Read More
COVID-19 Tax Return Filing and Payment Relief and Cares Act
Apr 07, 2020 by ADVISOR.INVESTMENTS

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.

Over the course of the last two weeks, I have been knee deep in getting everyone set up to work remotely, working through the kinks and keeping up with the...

Read More

4870 Bluebonnet Blvd, Suite B

Baton Rouge, LA  70809
225 292-0687

405 West Main Street, Suite 107
Lafayette, LA 70501
  •  Toll Free: 1-866-748-0687
  •  Fax: 225 292-0006
  •  Service@advisor.investments
  •  
  •  
  •  

Please review Important Disclosure Information set forth in this web site. Advisor.Investments is DBA (Doing Business As) name for Diversified Investment Strategies, LLC an SEC-registered investment adviser. Insurance services through Advisor.Investments. This website provides general information, and is not intended to offer investment, insurance, or financial planning advice. The purpose of this site is to provide you with information about the firm, our services, our investment philosophy, and to provide a means for you to contact us for further information. Please click for terms of use.

Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

Privacy Policy

© 2025 ADVISOR.INVESTMENTS. All rights reserved.

Website Design For Financial Services Professionals