Diamond Head Financial Advisors LLC

Overview

Diamond Head Financial Advisors LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. Its stated business model centers on percentage-of-AUM fees and active management of client portfolios, with a clear preference for publicly traded equities delivered primarily through exchange-traded vehicles. The firm does not characterize itself as an ESG investor, is not set up as a multi-state adviser, and is owned by an individual. Portfolio work is directed at private clients rather than institutional pension consulting or capital-allocation mandates. The advisory approach appears equity-centric: the firm runs separately managed account (SMA)-style strategies that prioritize liquidity, transparency and low friction execution available through exchange-traded equities and ETFs. Mutual funds and corporate debt are used as complementary instruments where appropriate. Diamond Head also employs third-party alternative managers for select allocations in real estate, commodities and oil & gas to add diversification and income potential to client portfolios.

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Location & Offices