Diamant Asset Management

Feb 2024

I can’t say enough about the excellent professional Investment advice I currently receive from Sheila Morgan. Her genuine concern for my welfare and caring, client-first approach to my financial planning is what has impressed me most. The best part about working with Sheila is the personal connection. There is a high level of confidence and peace of mind that I truly appreciate when working with her.

Feb 2024

Diamant Asset Management has handled my portfolio for over 14 years. I greatly appreciate their expertise, honesty and constant communication when planing my financial future. Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.

Aug 2023

I have used a number of different asset management firms in the past, none of which have provided me with the results that I have gotten with Diamant. Herb and Shiela are very responsive, do a great job in explaining investment options and in looking out for my best interests financially. I highly recommend them!