A complete list of active advisors currently associated with Double Diamond Investment Group, LLC

Warmer can help you find a great advisor at Double Diamond Investment Group, LLC or one who fits your needs even better.

Double Diamond Investment Group provides discretionary investment management to individuals, high‑net‑worth clients, trusts, pension plans and charitable organizations, and also offers boutique advisory services to contracting companies that need investment management of retainage dollars for publicly financed projects. The firm sponsors and acts as a portfolio manager within its own wrap fee program and manages accounts according to client objectives and an advisory agreement. Investment management is driven by proprietary portfolio models applied across taxable and tax‑deferred strategies to align risk and return with client goals, using diversified holdings including individual stocks and bonds, mutual funds, ETFs and alternative investments. Accounts are monitored on an ongoing basis and adjusted tactically as market conditions and client circumstances change, with services provided on a discretionary basis. Notable distinctions include advisory affiliates who are registered representatives of AWP Capital and licensed insurance producers; the brochure discloses that these affiliates may receive brokerage commissions, 12b‑1 fees or insurance commissions (a potential conflict that the firm discloses and, for ERISA accounts, partially offsets). The combination of sponsoring its own wrap program and offering retainage management for contractors, together with approximately $65 million in assets under management serving about 90 clients, differentiates the firm from many peers.

To learn more about the advisors currently working at Double Diamond Investment Group, 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.