About Diamant
asset Management
Focusing on financial portfolio management for high-net-worth individuals and families who seek a conservative approach to building wealth over their lifetime.
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.
Our Commitment To Our Clients
We keep your financial future safe. 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 and understand the challenges and changing needs over time. This helps us guide and advise them through all of the stages of their lives.
Our approach is very personalized and refreshingly human. As our client, we want to know you and understand your complex and changing needs over a long time. As an independent, fee-only, Registered Investment Advisor, we take our fiduciary responsibility as a guardian and steward of your wealth as seriously as you do.
We focus on financial portfolio management for high-net-worth individuals and families who seek a conservative, steady approach to building wealth over their lifetime. Founded in 1974 with ethics and integrity as our guiding principles, and now in our second generation, we have listened to and cared about the needs of our clients carefully over decades.
Believing that successful investing is an art and a science, we combine our market expertise with the latest technology and technical analysis to select appropriate investments. We never rush into volatile or risky investments. Diamant’s customized investing strategies build long-term growth, financial stability, and wealth for a lifetime. We structure creative investment solutions across a range of complex financial matters.
That means a custom approach each time for each client.
Our Services
Delivering efficient management of investment portfolios aiming to build wealth over time to meet your goals.
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Investment management that aligns your retirement portfolio objectives with your personal accounts.
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Investment strategies and efficient administration of trust and portfolios to meet the needs of executors, trustees, and beneficiaries as intended.
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Unlike giant investment firms that promote low up-front fees but charge other hidden fees for advisory, we are paid according to how successfully the portfolio we manage for you performs. We are not affiliated with those firms that sell insurance products, annuities, and mutual funds with sales fees in addition to the fee-only advisory business.
We focus only on managing your portfolio to build wealth for you and meet your needs.
