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.
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. LEARN MORE
Investment management that aligns your retirement portfolio objectives with your personal accounts. LEARN MORE
Investment strategies and efficient administration of trust and portfolios to meet the needs of executors, trustees, and beneficiaries as intended. LEARN MORE
Guidance through the loss of a loved one, planning for long-term care, divorce, inheritances, planning for college tuition, and the varied needs across generations. LEARN MORE
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.
