Diamond Head Financial Advisors

Diamond Head Financial Advisors manages stock market portfolios for private clients from its base in Honolulu, Hawaii. The boutique firm builds its investment choices on detailed study of individual companies and keeps risk control at the centre of each portfolio.

Services

• Stock portfolio management: runs equity portfolios for individual investors.
• Company research: examines single businesses in depth before buying or selling.
• Risk management: weighs and limits risk across each client's holdings.
• Personal investment strategies: plans shaped around a client's goals and appetite for risk.
• Clear reporting: explains to clients how and why investment decisions are made.

Customers and markets

The firm works with individual clients, focusing on Hawaii while following markets worldwide.

Key facts

• Based in: Honolulu, Hawaii
• Hours: Monday to Friday during normal business hours