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About Our Company
Diversified Capital Management, LLC, offers a variety of financial products and services, all from leading carriers who meet our strict criteria. We also provide a broad portfolio of load and no-load mutual funds, annuities and professional managed asset programs.

You will learn about your current financial situation with the help of a flexible, focused, and long-term financial model.  Without a model, you aren't planning, you are guessing. We work with highly sophisticated software that allows us to create an individualized financial condition model for you. This model will reveal the long-term adequacy of your current financial resource and plans. It will measure the impact of future changes in your personal or family situation, your asset values, your taxes and even  inflation. We will also complete a comparative analysis of planning strategies you may be considering or already may have in place.

No matter what the circumstances, no matter what the challenge, Diversified Capital Management, LLC, will do whatever it takes to help our clients put their personal and business affairs in the best possible order. Diversified Capital Management, LLC, will commit the time and resources necessary to put in place a prudent investment strategy.
Commission/Sales Charges
If you choose to work through DCM to select insurance, mutual funds, stocks or bonds to assist you in attaining your goals, a full disclosure of the fees associated with each product will be given to you.  The charges or fees can sometimes be included in the cost of the product; some products charge upfront or deferred fees or commissions to the client.  Prospectus information will be provided with any specific security recommendation.
120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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