what we do
We won’t bore you or try to impress you with fancy financial words and phrases. But we could.
There’s no secret formula. But there is a process.
We go out of our way to find the best fund managers in the business.
Service that never stops.
Ongoing reports and reviews play a huge role around our office. After all, being transparent and keeping you up to speed on your investments is one of our top priorities. The custodian sends confirmations on all transactions that take place in your portfolio. Monthly statements show all security positions and may be sent quarterly if there’s no account activity. We also send a report each quarter showing the current rate of return on your account. All so you’re always in the know.
We’d love to chat about our approach to managing your assets and how we keep you from worrying about them.
Sign into Black Diamond and check the status of your current investments and view other account information.