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Investing

Diamond Capital Management logo

PORTFOLIOS UNIQUELY TAILORED FOR YOUR BUSINESS

Diamond® Capital Management, our professional investment firm will create a customized portfolio of individual securities and funds to help you meet your specific investment objectives. Diamond Capital Management strives to achieve superior risk-adjusted returns with an emphasis on quality.
 
  • Experienced and Dedicated Portfolio Managers
  • Customized Portfolio Management
  • Adhere to Disciplined Strategy
  • Limitation of Risk and Maximization of Returns
  • Emphasis on Capital Preservation and Growth
 
 
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Market Street Fund Management Account logo

ACCOUNTS FOR INVESTORS WITH ASSETS OF $10,000 to $500,000

Market Street Fund Management Accounts are fee-only and ideal for individuals or institutions with smaller amounts of assets. Our Fund Specialists can help invest pre-tax or after-tax funds, including Traditional and Roth IRA accounts, trusts and corporate and nonprofit business accounts. A Market Street Fund Management Account is a simple and effective approach to long-term investing.
 
  • Customized Investment Goals Assessment
  • Tailored Investment Objectives
  • Five Quality Investment Models
  • Quarterly Model Adjusting and Re-balancing
  • Active Communication and Ongoing Expertise
  • Favorable Fees
 
 
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Commercial Banking
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Personal Service
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Treasury Management