BLACK DIAMOND INVESTMENT GROUP,INC.

Overview

Black Diamond Investment Group, Inc. is an independent registered investment adviser operating as a small, client-focused firm that provides financial planning and portfolio management to individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees, and it delivers discretionary asset management across client relationships. Its stated advisory activity centers on personalized planning and portfolio oversight rather than running third‑party funds — the firm is not a capital allocator. Investment posture skews toward public equities: the firm shows a strong preference for exchange‑traded instruments as the primary vehicle for client exposure. At the same time, the firm supplements equity allocations with external alternative managers in hedge funds and real estate and uses mutual funds where appropriate. Black Diamond does not position itself as an active ESG investor and is not registered as a multi‑state adviser. The firm lists an affiliation with accounting professionals, signaling that tax and accounting coordination is likely part of the client service model. With 32 client relationships, the practice operates at a scale consistent with high-touch, bespoke advice rather than institutional platform management.

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Public Holdings

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Location & Offices