Investment Philosophy

Diamond Capital has consistently followed a conservative investment approach, aimed at preserving and increasing the clients' assets. This investment philosophy has allowed us to protect and augment our clients' wealth under diverse market conditions.

  Understanding our Clients' Needs and Goals:

  Investment strategy:  We tailor a customized portfolio that suits our clients' individual needs and goals, such as risk appetite, return expectation, liquidity needs and investment horizon.

  Long-term financial planning: The investment strategy and portfolio is based on a complete long-term view of our clients' assets, goals and future financial needs.

 Short-term financial goals: We make the necessary adjustments to align our clients' portfolio performance with their changing short-term needs and the changing macro environment.

 Principal Investing: At Diamond Capital, we manage the Principal Family’s wealth with the same integrity, vigilance, and focus on downside protection that we apply to every client’s portfolio. The Principal Family also serves as the lead investor in all of our in-house funds, ensuring full alignment of interests.

   Investment Approach: As a boutique investment firm with over 53 years of experience preserving and growing client capital, we deliver personalized service through dedicated portfolio and relationship managers. We believe strong investment outcomes are driven by active asset allocation, disciplined oversight, and a long-term perspective.