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

    You are here

  1. Home
  2. Blogs
  3. Lafayette Investments

Lafayette Investments

Submitted by ADVISOR.INVESTMENTS on April 21st, 2016

DIS and DAT - www.Lafayette.Investments

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

www.Lafayette.Investments

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

Tags:
  • Lafayette.Investments

Book a Meeting

Tell a Friend

Join our Email List

Blog Disclosure

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