A complete list of active advisors currently associated with Diamond Investment Management Services, LLC
Warmer can help you find a great advisor at Diamond Investment Management Services, LLC or one who fits your needs even better.
Diamond Investment Management Services, LLC provides ongoing discretionary portfolio management and investment supervisory services to individual and high‑net‑worth clients, documenting each relationship with an Investment Policy Statement that covers income, taxes, time horizon, and risk tolerance. The firm also assists clients by selecting and referring assets to third‑party money managers and may delegate active management to independent managers under supervisory oversight. DIMS bases its analysis on fundamental research and implements a range of strategies tailored to client objectives, with documented discretionary authority to execute trades on behalf of clients. The firm uses both long‑ and short‑term trading approaches and may employ short sales, margin transactions, mutual funds, ETFs, REITs, fixed income and other securities, while monitoring performance and asset allocation on an ongoing basis. Compared with many solo independent advisers, DIMS maintains disclosed fee‑sharing relationships with named third‑party managers (Focus Point Solutions, Morningstar Investment Services, Inc., and Ken Roberts Investment Management, Inc.) and receives compensation for directing clients to those managers, a structure the brochure identifies as a potential conflict that the firm manages through disclosure and supervision. The firm also requires clients to use its recommended custodian (Charles Schwab Advisor Services), conducts at least annual reviews of accounts by its sole reviewer, and operates with no account minimum.
To learn more about the advisors currently working at Diamond Investment Management Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arlee, MT
| 23
|
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