Diamond Trail Capital Management

Diamond Trail Capital Management offers personalized investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates as a registered investment advisor and is legally required to act in your best interest. Diamond Trail Capital Management builds custom portfolios aligned with your goals, utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and operates on an authority to make trades without asking first. The firm also provides financial planning covering estate planning, retirement planning, insurance, taxes, and investment strategies. In addition to managing portfolios directly, the firm may select and monitor outside portfolio managers or institutional managers to oversee client accounts. Diamond Trail Capital Management offers wrap fee programs where clients pay a single bundled fee covering advisory services and custodial trading costs. The firm's team includes professionals holding credentials such as the Certified Financial Planner and Certified Investment Management Analyst designations.