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Diamond Portfolio Advisors, LLC, Los Angeles, California | |
Updated: 04/2004 | |
DESCRIPTION: Diamond Portfolio Advisors, LLC is an independent registered investment advisor (RIA), wholly owned by active employees, based in Los Angeles. The firm is run by seasoned professionals from the money management, institutional investment and private client service fields. Diamond Portfolio Advisors, LLC was established by Thomas M. Weary, CFA to help institutional and private clients achieve consistently superior risk-adjusted investment returns over time. The firm integrates a proprietary qualitative screening process with traditional financial analysis to construct a portfolio of high quality stocks. Over time these holdings have proven to capture 135% of the upside of the market and only 99% of the downside, outperforming both the S&P 500 and the Russell 1000 Growth Index. | |
MISSION: n/a | |
GENERAL INFO | |
Year Established: 2001 Sector: Money Management Industry: Financial Services Employees: 4 Number of Jobs Listed: 0 (View All Active Jobs of Diamond Portfolio Advisors, LLC) | |
FINANCIAL INFO | |
Revenue: n/a | |
Ownership: Private | |
LOCATION | |
Headquarters: Los Angeles,US-CA Web Site: http://diamondportfolio.net
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