Cincinnati, OH Office

Diastole Wealth Management is a team-based registered investment adviser that serves individuals (including high‑net‑worth clients), charitable organizations, and accredited/sophisticated investors. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, and supports held‑away assets (e.g., TIAA) with both view‑only and full‑management options.

The firm constructs client portfolios using a mix of fundamental and technical analysis and applies long‑ and short‑term strategies, with ongoing monitoring and rebalancing to align investments with each client’s objectives and risk tolerance. DWM also recommends and oversees third‑party managers when appropriate and integrates pooled or fund investments into client reporting and advisory relationships.

DWM’s business includes several uncommon features for a team firm: it serves pooled investment vehicle clients, acts as adviser and an affiliated general partner to a private fund (Eden Partners Absolute Growth Fund/EPAG), sponsors pooled vehicles, and manages portfolio allocations for those pooled vehicles; it also discloses and advertises performance figures, including hypothetical results. The firm’s private‑fund activities have been the subject of a settled SEC order involving disclosure and conflict‑of‑interest issues related to an affiliated‑company investment (and required compliance remediation and civil penalties), a regulatory history that prospective clients should consider when evaluating its fund‑management services.