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Diligent Investors LLC

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  2. What We Do
  3. Investments

Investments

We work diligently to gain a holistic understanding of your financial resources and goals so we can design and implement strategies tailored to meet your individual investment needs. To assist you in meeting those goals we provide our institutional investment management process which consists of the following:

  1. Develop and establish your objectives and goals. After understanding your financial goals and objectives, we customize an Investment strategy to align your objectives with a customized portfolio. Your goals and objectives determine the details of your portfolio, including asset allocation, performance expectations, risk characteristics, etc.
  2. Recommend Asset Allocation and Manager Selection – Based on your objectives, we give specific asset allocation and manager recommendations designed to guide you towards those goals.
  3. Implement – We implement our recommendations by selecting investments appropriate to your risk tolerance.
  4. Monitor and Review – We continually monitor the asset allocation strategies and the performance of all selected mangers to confirm their continued merit in your portfolio. Further, we review your plan with you and make adjustments when necessary as we focus on helping you progress toward your goals year after year.

What We Do

  • Our Services
  • Investments
  • Estate and Succession Planning
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

1447 Ford St, Suite 200, Redlands, CA 92374

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Investment advisory services are offered through Diligent Investors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offers legal or tax advice.  This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department . Check the background of the investment firm on SEC’s  ADVISER CHECK.

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