About Us
With Black Diamond our team will always be there to answer questions and work diligently to be sure that you will never be left feeling confused or overwhelmed by the amount of information present in today's financial environment.
We understand that individuals & institutions face unique financial challenges at every stage. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Our Philosophy
Identify Goals – We will guide you through a comprehensive
fact-finding process that will help determine your time horizon, potential income needs, risk tolerance, and your attitudes toward investing.
Create Personalized Investment Policy Statement– Based on the
information gained from your financial profile, our team will recommend an appropriate asset allocation strategy. This strategy is formalized through an Investment Policy Statement that helps provide the discipline to follow your investment plan and make decisions free from emotion.
Select Investments– Choose from a wide variety of investment
options such as mutual funds, exchange-traded funds, stocks, and fixed
income securities to complete your asset allocation based on the advisory program chosen.
Review and Monitor– Advanced account servicing tools help your
advisor analyze whether your account remains in line with your Investment Policy Statement. Our Team will meet with you periodically to review any significant changes to your personal or financial situation and help determine whether these changes will require any repositioning of your portfolio.