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Investment Philosophy
We apply an academic approach to investment management. These investment principles are based on sound academic research –not Wall Street hype. Decades of research has determined that the success of an investment strategy is more reliant on how your portfolio is allocated among various asset classes, than on the actual mutual funds, securities and other assets owned. Your portfolio is continuously monitored and evaluated. Re-allocations are made on an as-needed basis, not according to a “static” calendar. As a Certified Public Accountant and a Personal Financial Planner, Pamela Diamond is able to integrate the most recent income tax , estate planning and wealth transfer strategies for your individual circumstances. The result is an individualized financial plan, not a formulaic one.


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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