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Diamant Asset Management

Focusing on financial portfolio management for high-net-worth individuals and families

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A Better Approach
to Building Wealth.

We manage wealth with a customized portfolio exclusively for you.
No two strategies are the same.

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Why Diamant?

We don’t invest for the masses.
We invest for you.

At the big firms, your portfolio looks like everyone else’s. At Diamant, every investment strategy is built from scratch - tailored to your goals, your timeline, and your life.

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No Two Portfolios Are the Same

No model portfolios. No formulas. Every strategy is built exclusively around you.

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We Know You. Not Just Your Portfolio.

You'll always speak directly with your portfolio manager. The person who knows your investments, your goals, and what matters most.

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Guidance Through Life’s Transitions

Growing family, retirement, or inheritance. For over 70 years we've guided clients through every transition, adjusting strategy as life evolves.

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How much do you
really know about
your portfolio?

Most investors don’t know what they own, or why. We believe an informed client is a confident one.

We go beyond numbers to make sure you understand your strategy, your risk, and your path forward.

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Our Partnership Approach

We Get
Acquainted

We begin with a one-on-one conversation to understand your goals and priorities.

We Assess Your Portfolio

We review your current portfolio to identify opportunities, gaps, and ways to align your investments with your financial goals.

We Build Your Strategy

As life shifts, your strategy follows. We grow with you through every stage.

Ongoing Partnership

We monitor, adjust, and communicate openly as your life evolves, with direct access to your portfolio manager.

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Preparing You
for What’s Ahead.

At Diamant Asset Management,
we help you consider new possibilities
for your wealth, your future, and the people
who matter the most.

Individuals & Families

Conservative, long-term private wealth management with a dedicated portfolio manager who grows with you over time.

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Retirement & Pre-Retirement

Income-focused strategies that protect and sustain your wealth through every stage of retirement.

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Estate & Inheritance

Expert guidance for beneficiaries and families navigating inherited wealth, trusts, and generational planning.

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Our Team

You’re not hiring a firm. You’re hiring people you trust.

Herb Diamant

President & Senior Portfolio Manager

48 Years Experience

Sheila Morgan

Portfolio Manager

20+ Years Experience

Jeff Speight

Portfolio Manager

27+ Years Experience

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