Diamond Portfolio Advisors, LLC was established to help institutional and private clients achieve consistently superior risk-adjusted investment returns over the long term by building portfolios of high quality stocks.  Over time, these holdings have proven to capture roughly 117% of the upside and only 83% of the downside over the past 8 years.

We believe that our clients are concerned by many factors that impact their portfolios, including taxes, expenses and risk, not just gross investment returns.  Our investment philosophy minimizes our trading activity with an eye on tax efficiency for affluent clients.  We utilize all available technological advancements in portfolio management and operations to keep our overhead costs low.  In turn, we pass these savings to our clients in the way of low management fees. We measure our results on a risk-adjusted basis, never losing sight of the fact that we are entrusted with our clients’ precious assets.  The Diamond Portfolio has consistently ranked well above its peers in terms of risk-adjusted returns.  

Returns for the Diamond Portfolio Equity Composite have been examined and the firm’s AIMR compliance procedures have been verified by Ernst & Young, LLP.  CLICK HERE to view our most recent audit opinion.

 Diamond Equity Performance

Performance Disclosure

 2008, Diamond Portfolio Advisors, LLC.
The Leadership Diamond ® is a registered trademark of Peter Koestenbaum