What the Experts are Saying

“investors shouldn’t delude themselves about beating the market. They’re just not going to do it. It’s just not going to happen.”

– Daniel Kahneman, Nobel Laureate in Economics, 2002.

Investment Services

Black Diamond Financial, LLC is committed to providing unbiased wealth management services to its clients through the implementation of our passive management investment philosophy. 

We provide financial planning services, investment advisor services, and retirement plan services on a fee-only basis to align our interests with our clients. Because we believe that plan driven investment strategies yield the best results, we integrate our planning and investment services, thereby minimizing the need for clients to coordinate between multiple advisors. The result is a smooth implementation of the plan with a minimum of effort from our clients.

Our comprehensive strategy includes:

Portfolio Analysis
Through portfolio analysis we review our client’s current financial situation, establishing their investment goals and identifying an optimal investment structure.

Asset Allocation
Our asset allocation services are comprised of creating a goal-appropriate portfolio and asset allocation. We diversify portfolios using traditional asset classes and, as appropriate, alternative assets with low correlations to the U.S. equity markets.

Security Selection
In order to provide our clients with the best possible wealth management strategy, we hand pick the investment vehicles best suited for the implementation of their plan.

Ongoing Evaluation
We carry out regular performance evaluations, analyze portfolio optimization, monitor cash flows and keep our clients’ investment priorities in line with their personal goals.