Equity Portfolio Management
At Diamant, we seek to preserve and grow your wealth. We seek to outperform the S&P 500 over a complete market cycle while maintaining tax efficiency. We rely on fundamental analysis using our own research as well as studies research from independent sources such as Argus Research, Value Line, and Standard and Poors. This information is used to identify selected high quality growth stocks for consideration in our client portfolios.
Herb Diamant reviewing new stock ideas with John Eade, Research Director at Argus Research
Fixed-Income Portfolio Management
Diamant specializes in the management of fixed-income portfolios for clients seeking a reliable source of income. Our approach is to locate securities for our clients that ensure a source of income along with capital preservation as the primary goal. Depending on our client needs, we invest in high quality tax exempt municipal bonds, taxable corporate bonds, and U.S. treasury bonds. In addition, we have identified selected high income paying stocks to provide diversified sources of portfolio income.
Herb Diamant ringing the opening bell on the Boston Stock Exchange
Herb Diamant with his son Morgan visiting the exchange floor.