Diamond Ivy Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, and qualified retirement plans, and it offers ERISA 3(38) investment‑manager services for sponsors of 401(k), 403(b), pension and similar plans. It also delivers participant education and consulting services and may arrange for or hire sub‑advisors to manage all or portions of client accounts.
Diamond Ivy tailors portfolios to clients’ stated objectives, time horizons and risk tolerances and uses tools such as Monte Carlo simulation and Modern Portfolio Theory to inform allocation and long‑ and short‑term strategies; account reviews and rebalancing are performed periodically and as market conditions warrant. For plan clients the firm assists with investment policy statements, selection of qualified default options, and assumes fiduciary responsibility for selection and monitoring of plan investment lineups while excluding certain illiquid or non‑public assets from its scope.
Noteworthy features for a firm of this profile include offering pension consulting and formal 3(38) plan services, providing financial planning on both hourly and fixed‑fee bases, and maintaining disclosed affiliations with insurance and coaching businesses that may generate additional compensation. The firm also routinely selects other advisers or sub‑advisors to carry out investment management rather than relying exclusively on in‑house strategies, and it does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for comprehensive financial plan up to $5,000
2% annually (negotiable)
Commissions received from sales of insurance products by firm representatives, separate from advisory fees
Financial Consulting at $350 per hour
Fee-only: Hourly fee of $350 per hour for financial consulting
Main office
See office2108 N St Ste N
Sacramento CA 95816
Advisors at this office
1
Offices (2)
Most active in
California · North Carolina
Also doing business as
Diamond Ivy Capital LLC · Diamond Life Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Juliet C
Series 66
Sacramento, CA
Diamond Ivy Capital LLC
Juliet Cardona is a financial advisor at Diamond Ivy Capital LLC with 10 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameritas Advisory Services, LifePro Asset Management, and David White & Associates. She also operates Juliet Cardona Coaching, providing money coaching services to individuals. Diamond Ivy Capital LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and qualified retirement plans, including ERISA 3(38) investment-manager services. The firm customizes portfolios based on clients’ objectives and risk tolerances, uses tools like Monte Carlo simulation and Modern Portfolio Theory, and provides plan consulting and fiduciary oversight for sponsors of retirement plans.
Jennifer J
Series 63, Series 66
Denver, NC
Diamond Ivy Capital LLC
Jennifer Jost is a financial advisor with Diamond Ivy Capital LLC in Denver, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked with several firms including Ameritas Investment Company, LifePro Asset Management, and Simplicity Wealth. Outside of her advisory role, Jost is a motivational speaker and money coach focusing on women's groups and hosts a weekly radio show featuring life stories and personal interviews. Diamond Ivy Capital provides discretionary investment management and financial planning to individuals, high-net-worth clients, and qualified retirement plans, including ERISA 3(38) investment-manager services. The firm customizes portfolios based on client objectives and risk tolerances, employs various financial modeling tools, and offers pension consulting and participant education, often collaborating with sub-advisors to manage client accounts.
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