PROTECT & PRESERVE YOUR WEALTH TO LIVE THE RETIREMENT OF YOUR DREAMS.

At The Diamond Group we model our clients’ portfolios after endowment and institutional-style investors, as we lead the way in true diversification.

 

THROUGH OUR UNIQUE, PROVEN PROCESS OF INVESTING AND EXPERIENCED TEAM, WE:
  • Create individually customized financial plans to accomplish your goals…not ours.
  • Maintain and grow your wealth, offering conservative, consistent income potential less affected by the stock market.
  • Offer advice on all areas of planning (directly, and in conjunction with our team of tax and legal professionals).
  • Achieve real risk reduction by addressing all relevant risks, even ones you may not know about.
  • Research and validate investment opportunities in the private sector, always doing what’s best for our clients.