A complete list of active advisors currently associated with Diegelman Capital Advisors

Warmer can help you find a great advisor at Diegelman Capital Advisors or one who fits your needs even better.

Diegelman Capital Advisors provides ongoing portfolio management and financial planning to individual clients, including both typical retail households and clients identified as high‑net‑worth. The firm prepares an Investment Policy Statement for each client and offers advice across a range of securities, including mutual funds, fixed income, real‑estate funds (including REITs), annuities, ETFs (including precious‑metal ETFs), commodities and options. The firm’s investment process combines cyclical, fundamental, quantitative and technical analysis within a modern‑portfolio framework and may employ long‑term, short‑term and options trading strategies. It generally seeks discretionary trading authority, documents risk tolerance and time horizon in each client’s IPS, and reviews accounts at least quarterly with reporting provided via the custodian. Notable features compared with many peers include a requirement that clients custody assets with a specific custodian (Charles Schwab Advisor Services) and disclosure that the firm may receive research or other soft‑dollar benefits from that custodian. The firm manages all client assets internally rather than selecting third‑party managers and discloses use of higher‑risk instruments such as uncovered options and commodities, which may be less common for advisers of this size.

To learn more about the advisors currently working at Diegelman Capital Advisors, 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.