Diversified Investment Advisors

For more than fifty years, retirement plans management has been our only business. This singular focus allows us to commit our resources to providing best-in-class services and solutions to our defined contribution, defined benefit, nonqualified deferred compensation and total retirement outsourcing clients. Diversified’s core mission is to help people save and invest wisely. We are guided by this mission and an unwavering commitment to our value proposition, i.e., helping sponsors fulfill their fiduciary responsibilities and helping participants achieve a funded retirement status. One of our greatest strengths is the lasting partnerships we forge with our plan sponsor and advisor clients. These relationships are built on a foundation of dedication, responsiveness, knowledge and accountability. We offer the optimal combination of services- true open architecture, full fee disclosure, award-winning participant communications and comprehensive administrative outsourcing solutions-supported by a flexible proprietary recordkeeping system.


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Guest

Joe Masterson
Sr. VP, Chief Sales & Marketing Officer, Diversified Investment Advisors
Joseph Masterson, Senior Vice President and Chief Sales and Marketing Officer, is a member of Diversified's Executive Management Committee and Investment Committee. Having joined Diversified in 1985, he is currently responsible for leading Sales, Distribution Channel Management and Marketing teams. Prior to his current assignment, Mr. Masterson also led Diversified's Regional Client Management Organization. Mr. Masterson held similar responsibilities with Diversified's predecessor, Mutual of New York, where he was also responsible for their Investment Advisory Division. Mr. Masterson began his pension career in 1976 with Aetna. He received a B.S. in Marketing and an M.B.A. in Investment Management Finance from Fordham University. His industry affiliations include past Chairperson of the Retirement & Investment Marketing Committee - LIMRA International; a longstanding member of AIMSE; a member of the Investment Management Consultants Association; and a member of the editorial advisory board of the Journal of Pension Benefits. He is a frequent speaker and author on retirement plans and asset allocation strategies.


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