Diamant Asset Management
Diamant Asset Management is a privately held, fee-only Registered Investment Advisor in Ridgefield, CT, providing customized wealth management, retirement planning, and estate planning to high-net-worth individuals and families through three senior portfolio managers under second-generation family leadership.
- Company typePrivate
- Founded1974
- HeadquartersRidgefield, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Diamant Asset Management does
Diamant Asset Management, Inc. is a privately held, fee-only Registered Investment Advisor headquartered at 440 Main Street, Suite 201, Ridgefield, Connecticut. The firm manages customized investment portfolios for high-net-worth individuals and families, with roots tracing to David Diamant's investment guidance practice in the 1950s, a broker/dealer founded in 1974, and the current RIA structure established in 1986. It is now in its second generation of family leadership under President and Senior Portfolio Manager Herbert Diamant. The firm reports 1-10 employees and operates exclusively within the United States, with a geographic concentration in Connecticut.
The firm offers three integrated service lines — Individuals & Families Wealth Management, Retirement Planning, and Estate Planning — all built on a single core capability: bespoke portfolio construction in which no model portfolios or formulas are used and every investment strategy is built from scratch around the individual client. Portfolio management relies on a conservative buy-and-hold approach primarily investing in blue-chip equities and top-quality bonds, combining fundamental and technical analysis under three Series-65-licensed portfolio managers with combined experience of approximately 90+ years. The firm has no public APIs, no mobile application, no proprietary data or AI assets, and only basic digital infrastructure (a third-party client login at bdreporting.com) and minimal organic social presence.
The business model is a recurring performance-based advisory fee typical of fee-only fiduciaries, with revenue tied to how successfully managed portfolios perform rather than to product commissions or mutual-fund sales. Client acquisition is overwhelmingly referral-driven through existing clients, attorneys, and accountants, supplemented by an Insights blog and LinkedIn/Facebook presence used for educational content marketing. The firm has no disclosed funding, no parent company, no subsidiaries, no partnerships, no acquisitions, and no public pricing schedule.
Diamant Asset Management firmographics
Firmographics- Name
- Diamant Asset Management
- Legal name
- Diamant Asset Management, Inc.
- Website
- https://portfolioadvisor.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Diamant Asset Management is a privately held, fee-only Registered Investment Advisor in Ridgefield, CT, providing customized wealth management, retirement planning, and estate planning to high-net-worth individuals and families through three senior portfolio managers under second-generation family leadership.
- Ownership category
- akta.pro rank
Diamant Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where Diamant Asset Management is headquartered
LocationHeadquarters
- HQ city
- Ridgefield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Diamant Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Advisory Fee - Performance Based: Fee-only registered investment advisor compensation model where the firm is paid according to how successfully the portfolio they manage performs. The firm is not affiliated with companies that sell insurance products, annuities, or mutual funds with sales fees. They focus solely on managing client portfolios to build wealth and meet client needs.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Diamant Asset Management product offering
Product offeringCore offering
Diamant Asset Management is a fee-only, fiduciary Registered Investment Advisor that provides customized investment portfolio management for high-net-worth individuals and families. The firm builds every investment strategy from scratch—without model portfolios—across three integrated service lines: Individuals & Families Wealth Management, Retirement Planning, and Estate Planning, using fundamental and technical analysis with a conservative buy-and-hold approach.
Product overview
Diamant Asset Management is an independent, fee-only, Registered Investment Advisor offering a unified wealth management service for high-net-worth individuals and families. The firm provides three integrated service lines: (1) Individuals & Families Wealth Management for long-term private wealth building with dedicated portfolio managers; (2) Retirement Planning for income-focused strategies protecting and sustaining wealth through retirement; and (3) Estate Planning for investment planning and administration of trusts and estate portfolios. All services are underpinned by a core customized portfolio management approach where every investment strategy is built exclusively for each client from scratch, without model portfolios.
Differentiator
Problem solved
Functional benefit
Products and services
- Individuals & Families Wealth Management Conservative, long-term private wealth management with a dedicated portfolio manager who grows with clients over time. Delivers efficient management of investment portfolios aimed at building wealth over time to meet goals, built from scratch for each client without model portfolios.
- Retirement Planning Income-focused investment strategies that protect and sustain wealth through every stage of retirement, aligning retirement portfolio objectives with personal accounts and adjusting as life circumstances change.
- Estate Planning Investment planning and efficient administration of trust and estate portfolios to meet the needs of executors, trustees, and beneficiaries. Includes investment strategies for trusts and estates, asset allocation for bequests, and customized securities portfolios for inherited wealth and generational planning.
- Customized Portfolio Management Bespoke investment strategy built from scratch for each client, tailored to individual goals, timeline, and life circumstances. No model portfolios or formulas; every strategy is exclusive to the client and forms the foundation of all three service lines.
Quantifiable outcome
- 70+ years of continuous operation through multiple market cycles since 1950s
- +1 more outcomes
Companies that use Diamant Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Diamant Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Diamant Asset Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Diamant Asset Management competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Private, multi-family office providing bespoke wealth management, investment management, and estate services to ultra-high-net-worth families. Closely comparable to Diamant in bespoke, fee-only, relationship-led HNW/UHNW wealth management with strong estate planning emphasis.
- Edelman Financial Engines: Large independent RIA providing fee-only wealth management, retirement planning, and estate planning to households nationwide. Comparable in fiduciary, fee-only model and integrated planning services, though at significantly greater scale.
- Wilmington Trust: Private wealth and trust/banking services firm providing investment management, fiduciary, and estate services to HNW families and institutions. Comparable in integrated wealth + estate + trust capability targeting HNW/UHNW clients.
- Creative Planning: Fee-only RIA offering customized wealth management, retirement planning, and estate planning for HNW clients. Comparable in fiduciary, fee-only positioning and life-cycle service offering, though Creative Planning operates at significantly larger scale.
- Mariner Wealth Advisors: Independent national RIA providing comprehensive wealth advisory, investment management, and estate planning to HNW individuals and families. Comparable fee-only RIA structure serving HNW with integrated planning, though at much greater scale via advisor rollups.
- Glenmede: Independent, fee-only private wealth and investment management firm serving HNW families, foundations, and endowments with customized portfolios. Highly comparable model: bespoke portfolios, no product sales, multi-generational client focus.
Broad incumbents
- Focus Financial Partners: Partnership platform consolidating independent, fee-only RIAs serving HNW clients across the U.S. Relevant as a strategic acquirer / consolidator of firms like Diamant given the ongoing RIA rollup trend.
- Northern Trust Wealth Management: Large incumbent providing customized investment management, trust, and estate services to HNW/UHNW families and institutions. Direct connection: Sheila Morgan previously worked at Northern Trust as a Performance Analyst.
- Charles Schwab Wealth Advisory: Schwab's fee-based wealth advisory offering serving HNW and mass-affluent clients with dedicated advisors. Direct connection: Sheila Morgan previously served as a Financial Consultant Partner at Charles Schwab. Operates at vastly larger scale as a broad incumbent.
- Brown Brothers Harriman: Long-standing private partnership offering private banking, investment management, and estate services to HNW families. Comparable HNW wealth and estate focus, but operates as a much larger incumbent with broader banking capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Diamant Asset Management social profiles
Digital presenceDiamant Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Diamant Asset Management leadership team
Management profileNumber of profiles
Profiles3 records
Diamant Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Diamant Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Diamant Asset Management
What does Diamant Asset Management do?
Diamant Asset Management is a fee-only, fiduciary Registered Investment Advisor that provides customized investment portfolio management for high-net-worth individuals and families. The firm builds every investment strategy from scratch—without model portfolios—across three integrated service lines: Individuals & Families Wealth Management, Retirement Planning, and Estate Planning, using fundamental and technical analysis with a conservative buy-and-hold approach.
Is Diamant Asset Management a public or private company?
Diamant Asset Management is a private company. It is classified as family owned and is currently operating.
When was Diamant Asset Management founded?
Diamant Asset Management was founded in 1974. It employs 1 to 10 people.
Where is Diamant Asset Management based?
Diamant Asset Management is headquartered in Ridgefield, United States, in the North America region.
How does Diamant Asset Management make money?
One revenue line is on record: advisory Fee - Performance Based.
Who are Diamant Asset Management's main competitors?
Direct peers on record are Bessemer Trust, Edelman Financial Engines, Wilmington Trust, Creative Planning, Mariner Wealth Advisors and Glenmede. Broad incumbents are Focus Financial Partners, Northern Trust Wealth Management, Charles Schwab Wealth Advisory and Brown Brothers Harriman.
Does Diamant Asset Management have an API?
No public API is recorded for Diamant Asset Management.
What industry is Diamant Asset Management in?
Diamant Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.