Diamant Asset Management

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.

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

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

• Wealth management services
• Portfolio management
• Retirement planning
• Estate planning
• Investment advisory

Headquarters

HQ city

Ridgefield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. 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

Core 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

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct 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

• Facebookfacebook.com/Diamant-Asset-Management-101332937899743
• LinkedInlinkedin.com/company/portfolioadvisor

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Diamant Asset Management