Advisor at Prudent Man Investment Management
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Firm
Prudent Man Investment Management
Location
Broomfield, CO
Credentials
Series 65
Industry experience
21 years
Keith Diamond is a Series 65-licensed financial advisor with Prudent Man Investment Management in Broomfield, CO. He has 21 years of industry experience and has been with the firm since 2004. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional mutual funds and ETFs, tailoring portfolios to clients through written investment policy statements.
Up to 1.00% annually, fees may vary based on account size, complexity, or other negotiated reasons
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm; no commissions charged
Broomfield, CO
Colorado
Prudent Man Investment Management, Inc.
2004 - Present (22 years)
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Other specialized services
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