Fair Oaks Ranch, TX Office

Diamond Client Group provides advisory services to individual and high‑net‑worth clients as well as business entities, offering discretionary portfolio management, sub‑advisor selection, alternative investment sourcing, and both project‑based and ongoing financial planning. The firm also produces a subscription newsletter and supports client participation in private placements and other alternative investments.

The firm’s investment process blends fundamental analysis, modern portfolio theory, and technical analysis, typically favoring long‑term strategies while, when authorized, using margin and discretionary trading. DCG conducts due diligence on sub‑advisors and private offerings and notes that its periodic newsletters may include impersonal, time‑based recommendations reflecting market‑timing views.

Compared with many peers, DCG sponsors affiliated private funds and related Fund Management entities that can generate residual membership (carried) interests for the firm and its personnel, a relationship the brochure discloses and discusses as a potential conflict of interest. The firm also maintains an affiliated consulting/bookkeeping business, has advisors with insurance licenses and legacy broker‑dealer registrations for trailing commissions, and recently became SEC‑registered while expanding its ongoing financial planning services — all elements the firm discloses as affecting its service mix and conflicts.