Creating Optimal Portfolios
We create individualized investment portfolios that are risk-appropriate, returns optimized, and tax-efficient. Where appropriate, we incorporate institutional-quality private investments to capture illiquidity premiums or yield opportunities.
Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard.
Black Diamond Difference
We believe a successful investing strategy is linked to a holistic financial plan.
Tax-Efficiency
We structure portfolios to minimize taxes and maximize gains.
Customization
We strive to exceed each client's unique financial goals.
Control
We focus on things we can control like low fees, taxes, diversification, etc.
Long-Term Focus
We believe successful investors are patient and strategic.
Diversification
We proactively manage risk through broad diversification.
Financial Planning
We act as personal CFOs for our clients, helping with all aspects of their financial lives.
Portfolio Construction Drives Successful Investing
According to academic research, over 90% of portfolio returns are determined by the allocation percentage among various asset classes. Our investment team follows a rigid and documented process to select the optimal investments and asset allocation frameworks for our clients.
What to Expect
Conversation
We look forward to speaking with you to learn more about your financial life and goals.
This information enables us to customize our recommendations to your specific needs.
Review
Leveraging our proprietary resources, we complete a comprehensive analysis of your current investments.
Recommendation
We present a long-term investment plan that covers financial planning strategies and specific investments.
Implementation
Now that the ground work has been established, we will carefully transition your portfolio and begin implementing the recommended financial planning strategies.
Staying on Track
We have established a rigorous process of continuous portfolio monitoring to ensure your portfolio adapts to life’s natural changes and unexpected events.