Redlands, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Diligent Investors, LLC
Team
Firm-wide stats for Diligent Investors, LLC
About
Diligent Investors advises individuals, high net worth clients, trusts, retirement plans and business entities through financial planning, consulting, and comprehensive portfolio management. As of December 31, 2025 the firm reports $663,058,489 in discretionary assets under management for 761 clients overseen by three advisors.
The firm employs proprietary asset allocation models and fundamental security analysis to build individualized portfolios, offering both long- and short-term purchases and maintaining cash in money market funds, high-grade commercial paper or short-term bond funds. Comprehensive portfolio management is primarily delivered through the firm’s wrap fee program, and the firm discloses the use of derivatives and borrowing (margin) in some separately managed accounts as part of its investment implementation toolkit.
What distinguishes Diligent Investors among its peers is the scale of coverage per advisor—roughly 250+ clients and about $220M in AUM per advisor—combined with sponsorship of a wrap fee program and permissioned use of derivatives and leverage in SMAs, features that are less common among similar team firms. The brochure also notes that representatives are registered with a broker-dealer and hold insurance licenses while the firm maintains a custodial relationship and receives certain support services from its primary custodian.
Based on Diligent Investors, LLC
Expertise
Based on Diligent Investors, LLC
Location
1447 Ford Street, Suite 200
Redlands CA 92374
Advisors at this office
2
Advisors at this office
Henk F
Series 66
Redlands, CA
Diligent Investors, LLC
Henk Fischer is a financial advisor with Diligent Investors, LLC in Redlands, CA, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Diligent Investors and M.S. Howells & Co. since 2016. Fischer is also involved with Southwest Annuities Marketing, advising clients on fixed annuities. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by offering financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, with a notable use of derivatives and leverage in some separately managed accounts.
James W
Series 66
Redlands, CA
Diligent Investors, LLC
James Wilson is a financial advisor at Diligent Investors, LLC in Redlands, CA, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and UBS Financial Services. He also advises clients on fixed annuities through a secondary activity with Southwest Annuities Marketing. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by providing financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, offering both long- and short-term investments and employing wrap fee programs along with selective use of derivatives and leverage in separately managed accounts.
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