Diastole Wealth Management

Diastole Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individual clients (including high‑net‑worth individuals), charitable organizations, and pooled investment vehicles. The firm also supports assets held on third‑party retirement platforms through both “view only” and “full management” arrangements and produces consolidated reporting for held‑away accounts.

DWM tailors portfolios to clients’ stated objectives and risk tolerances, monitoring and rebalancing on an ongoing basis while employing analytical approaches such as fundamental and technical analysis and modern portfolio theory; strategies can include long‑ and short‑term trades, options, ETFs, mutual funds, individual equities and fixed income, and limited‑partnership interests. The firm provides regular account reviews and delivers periodic performance reporting to clients and fund investors.

Distinctively, DWM serves as the adviser and an affiliated general partner to a private pooled vehicle (Eden Partners Absolute Growth Fund), sponsors or syndicates pooled investments, and provides performance information and quarterly reporting to limited partners — activities that are uncommon among firms of its size. Those private‑fund activities have produced conflicts related to affiliated investments and reporting that were the subject of an SEC settled order; the firm discloses those matters and has engaged an independent compliance consultant as part of its remedial actions.