Diamond Equity Advisors

The firm provides consulting, financial planning, pension/profit‑sharing plan consulting, and access to asset management via third‑party managers to individuals, high‑net‑worth clients, business entities, and retirement/employee benefit plans. Services include ongoing financial planning and implementation support, recommendations of custodians and money managers, and assistance with employee benefit optimization.

Its investment approach combines fundamental analysis and modern portfolio theory, favoring buy‑and‑hold and long‑term strategies while also employing short‑term trades and options where deemed suitable. Investment implementation is largely non‑discretionary and is often executed through third‑party sub‑advisers and custodial arrangements; the firm discloses that derivatives or options may be used in separately managed accounts when appropriate.

Distinctive aspects include an emphasis on pension consulting and small‑business advisory services (including a profit‑acceleration program and related educational content), the publication of periodicals and periodic workshops or mastermind trainings for clients, and the firm’s disclosure that all reported assets under management are non‑discretionary. The firm also discloses ancillary activities — licensed insurance sales and a fractional CFO/business consulting offering tied to its advisory services — and indicates these relationships are managed through its compliance processes.