You shouldn’t have to repeat yourself.
Our process exists to learn what matters to you once, deeply, and then act on it for decades. Here is what working together looks like.
Five steps, one continuous relationship.
Select a step to see what it involves, whichever way you work with us.
Discover
Through deeper conversations, we walk through your goals together: needs, wants, and wishes.
We begin with an introduction and a deeper conversation about what you are trying to accomplish. For a family, that means goals across generations and the realities behind the numbers. For an asset-management client, it means how this allocation fits the broader portfolio. For a plan sponsor or institution, it means the obligations you are managing and the people the plan serves. Either way, we start by understanding before we propose.
The broader conversation starts with better questions.
Select a question to start the conversation right here
Your goals set the allocation, not a questionnaire.
Most investment strategies are organized around a risk tolerance score. Ours is built on your financial objectives, allocated across three strategies whose relative size shifts over your life cycle.
Select a strategy to see what typically lives in it
Why it works: segmenting assets by purpose helps families stay invested through bear markets, sharpens the focus on tax efficiency, and applies behavioral finance so short-term volatility does not derail long-term goals. The portfolio stays aligned to your objectives rather than to market mood.
Institutional diligence behind every holding.
We offer active and passive, discretionary and non-discretionary investment management. We perform due diligence on, recommend, structure access to, implement, and monitor strategies across asset classes, including institutional portfolio managers, alternative investments, and digital assets. Your holdings are tailored to your financial plan, with full visibility and consistent, customized performance reporting.
Active & passive
Both disciplines, applied where each earns its keep.
Discretionary & non-discretionary
You choose how much decision-making to delegate.
Managers, alternatives & digital assets
Diligence across institutional managers and asset classes.
Custom performance reporting
Full visibility, tailored to how you track your plan.
Your entire financial life, in one secure place.
Advice is only useful if you can see what is happening. Our client platform is designed for secure, efficient access and real collaboration with your team.
Modern identity & access
Multifactor authentication and biometric login protect every session.
Encrypted end to end
Secure data encryption and e-authorization on everything you sign.
Customized reporting
An interface and reports tailored to how you think about your wealth.
Full holdings visibility
Everything you own in one view, including alternative assets.
Real-time collaboration
Work through decisions with your advisory team, live in the platform.
Seamless mobile access
The Black Diamond Wealth Platform app on iOS and Android.
Let’s talk about what your wealth is for.
Whether you are exploring a full advisory relationship or have a single question, we are glad to talk.