Donald L. Pierini, Jr., Mba, Aif, Crpc Email & Phone Number

Diversified Global Investment Strategies (DGIS) -- we are a hybrid Registered Investment Advisory (RIA) firm with the state of Alabama while Raymond James Financial Services serves as our broker/dealer and maintains our securities and supervisory licenses. Our independent practice focuses on retirement planning and wealth management for both qualified plan sponsors and the private individual. Note -- We are audited periodically by both Raymond James (annually) and the Alabama Securities Commission. QUALIFIED PLAN CONSULTING -- Our firm delivers institutional, 3(21) co-fiduciary consulting services to Plan Sponsors at both the plan and participant levels. [ Member of the Retirement Plan Advisory Group (RPAG) for over 12 years. ]MISSION STATEMENT -- Assist Qualified Plan participants work towards achieving their goal of financial independence in retirement.The Plan Sponsor's 401k/Profit Sharing Plan -- is currently the very best opportunity enabling participants to achieve this goal; financial independence in retirement.The Financial Consultant -- serves as the catalyst in assisting the Plan Sponsor with plan design and fiduciary responsibilities, and participants with the educational knowledge required to achieve their goals.INVESTMENTS -- We offer a full line-up of CIT's which combine the cost benefits of ETF's and the active management of mutual fund managers. FEES -- We have designed our registered investment advisory fees (RIA) to be flexible and benchmark them periodically to ensure that they are competitive. Our fees are capped at specific asset balance level.SERVICES -- Our services start with the customization of your Investment Policy Statement (IPS) and follow through with the implementation of a prudent process that keeps your plan participants' best interested in mind. FAMILY WEALTH MANAGEMENT -- we assist clients achieve financial independence in retirement. Phase One -- We embark on a path of steady wealth accumulation by first focusing on growing qualified and non-qualified retirement assets combined with creating complimentary investment strategies, utilizing retirement planning resources through Raymond James Financial Services. Phase Two -- Later, we transition into the wealth preservation phase; combining appropriate investment strategies with risk mitigation and legacy planning in mind. We are licensed insurance agents. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.As always, we appreciate your trust, confidence, and the opportunity to serve you......dlp

Listed skills include Retirement Planning, Investments, Financial Advisory, Financial Services, and 20 others.