Our Unique Approach
At Black Diamond Financial, our approach to financial planning and investing is designed to preserve and grow your wealth. We create customized investment portfolios guided by the following principles:
Our investment philosophy adheres to decades of Nobel Prize-winning academic research, which has documented that market prices reflect the knowledge and expectations of all investors.
At Black Diamond Financial, our investing strategy employs a disciplined, low cost, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets globally. We typically invest in low cost, tax-efficient, exchange traded funds, or ETFs. These investments have grown significantly in popularity over the past decade.
Comprehensive, Unbiased Advice
We provide holistic investment advice that encompasses our clients’ total financial picture on a fee-only basis to help achieve their financial goals. Our comprehensive financial and investment plan includes: