Diamond Investment Management Services, LLC

Overview

Diamond Investment Management Services, LLC is an independent, Montana-registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory remit includes direct portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — indicating it acts as a capital allocator and can place client assets with third‑party managers when appropriate. The firm does not identify itself as an active ESG investor and is not set up as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices