Diamant Asset Management, Inc.

Diamant Asset Management provides discretionary investment advisory and portfolio management to individuals, high‑net‑worth families, trusts, estates, and retirement plans, offering tailored asset allocation and ongoing portfolio oversight across equity and income-oriented accounts. The firm manages individual accounts directly, selecting securities, implementing strategy through mutual funds, ETFs and individual bonds or stocks, and monitoring portfolios against client objectives.

The firm follows a long‑term, buy‑and‑hold investment approach driven primarily by fundamental analysis, with technical charting used for confirmation and third‑party research from providers such as Argus and Bloomberg. Portfolios are constructed with distinct equity and fixed‑income segments (with cash grouped into the fixed‑income allocation), tax impacts considered in security selection, and an emphasis on capital preservation rather than frequent trading or leverage.

Diamant is a small, family‑owned advisor with three senior portfolio managers overseeing about $211 million for roughly 59 client relationships, and it intentionally limits the number of sizable accounts to preserve continuity of senior attention. The firm is deemed to have custody for certain trustee relationships and operates under a single‑platform relationship that supplies brokerage, custody, administrative and research services—arrangements that concentrate supervisory functions within a compact staff and that clients may want to consider when evaluating potential conflicts and operational structure.