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Investing

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PORTFOLIOS UNIQUELY TAILORED FOR NONPROFITS

Professional fee-only portfolio management services designed to serve organizations with assets of $500,000 or more to invest. 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 logoProfessional fee-only investment management services ideal for the individual or institutional emerging investor with $10,000 to $500,000 of investable assets. Invest pretax or after-tax funds, including Traditional and Roth IRA accounts, trusts, and corporate and nonprofit business accounts. Offers 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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You may login to any product via the Log In button in the upper right corner of the page or you can login directly to:
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Banking Solutions
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Institutional Funds Management