White papers on timely topics of interest are distributed to our clients, their CPAs and attorneys. If you would like to receive these publications, please send your contact details to us at info@diversifiedtrust.com.

Gifting Strategies in 2011 and 2012 - The Window of Opportunity is Closing
12/13/2011
View PDF»



 A Civil Defense of Municipal Bond Investing
5/27/2011
View PDF»
Is it Time to Update Your Estate Plan?
5/3/2011
View PDF»



 Do the Numbers Add Up?
3/7/2011
View PDF»
Managing Fixed Income Portfolios in an Uncertain Interest Rate Environment
1/26/2011
View PDF»



 Diversification Stress Test
08/14/2009
View PDF»
Bill Spitz Presentation on Market Environment
11/18/2008
View PDF»


 What Now?
10/10/2008
View PDF»
Safety and Soundness
10/09/2008
View PDF»



 Municipal Bonds:
What You Don't Know Can Hurt You
2007
View PDF»
Why Private Equity?
2007
View PDF»		 What's My Plan?
A Case Study in Financial Analysis
2007
View PDF»
Who, What, Why and How:
An Overview of Diversified Trust
2007
View PDF»


 The Big Leagues:
Investment Practices of the Largest U.S. Endowments
2005
View PDF»
Does It Really Matter:
Does Your Estate Plan Meet Your Objectives?
2000
View PDF»