Black Diamond Investment Group,Inc.

Black Diamond Investment Group, Inc. is a fee-only financial planning and investment management firm that serves individual investors, high‑net‑worth clients, and small business owners. It provides ongoing discretionary portfolio management and also accepts project‑based or standalone investment consulting and planning engagements.

The firm follows an active, research‑driven approach: it screens funds and other investments across multi‑year performance, manager tenure and expense ratios, assigns accounts to target allocations, and adjusts those allocations based on market and category-level analysis. Accounts are generally managed on a discretionary basis with regular monitoring of holdings and periodic rebalancing or replacement of underperforming positions.

A distinctive feature is the firm’s affiliation with a separately incorporated CPA practice controlled by the same owner; that CPA practice provides accounting and tax services but does not offer investment advisory services, and clients are under no obligation to use it. The combination of in‑house tax/accounting affiliation and an explicitly active, category‑level screening process differentiates the firm from many peers that rely more heavily on passive strategies or have no close accounting affiliation.