Refreshingly Human
Focusing on financial portfolio management for
high-net-worth individuals and families who seek a conservative approach
to building wealth over their lifetime.
UNDIVIDED ATTENTION FROM YOUR PORTFOLIO MANAGER
Our Philosophy
Diamant Asset Management focuses on financial portfolio management for high-net-worth individuals and families who seek a conservative approach to building wealth over their lifetime.
The Diamant experience means refreshingly human client care in a time when life seems to move too fast, and a personal touch is automated out of every interaction.
Our focus is human-to-human. We build a relationship with you to understand you and your needs. You get to know your portfolio manager who listens and responds to your questions. We gain your trust through our actions and provide personalized customer service.
We take our fiduciary responsibility very seriously. Therefore, as required, we act prudently in your best interest, diversifying your investments in order to minimize the risk of losses. We value each client and recognize that the needs of each person is unique. We do not put you at risk by chasing Wall Street products that are not in your best interest. Rather, we build a strategy tailored to your needs that adapts as they change.
While others claim they are fiduciaries, our actions and portfolio management process demonstrate our commitment to acting in our client best interest. We create a money management strategy tailored to fit you. We monitor its performance and practice open communication with you. You develop a trusted professional relationship with your portfolio manager.
That is our boutique brand of service “refreshingly human”.
Financial Portfolio And Wealth Management Explore Our Services
About Us
At Diamant Asset Management, we take pride in our ability to earn the trust of our clients and nurture long-term relationships. Traveling along life’s path with them, we learn about and understand our clients’ challenges and changing needs over time. This helps us guide and advise them through all of the stages of their lives.
Meet Our Team
At Diamant Asset Management, our portfolio managers take pride in their ability to earn the trust of our clients and nurture long-term relationships. Our focus is human-to-human. We build a relationship with you to understand you and your needs. You get to know your portfolio manager who listens and responds to your questions.
News, Tips, and Advice
Our insights help educate you and your family on the fundamentals of investing, so you know what you own and why. We’ll keep you in the know with timely financial tips, and relevant, inciteful articles on a variety of topics concerning your financial future...
We have been providing investment guidance since the 1950’s
David Diamant began providing investment guidance in the 1950’s. He founded a broker/dealer firm in 1974 with ethics and integrity as the guiding principles. In 1978, Herb Diamant joined his father’s firm and then, together, they founded the current registered investment advisory firm in 1986. Now in our second generation under the experienced guidance of Herb, our experience spans decades of market cycles, allowing us to manage our client’s financial portfolios to steadily grow wealth through market fluctuations. We continue to earn and keep the trust of our many long-time clients through our commitment to client service and the performance of their wealth-generating portfolios.
