DIA operates under the basic business premise that asset management and financial
planning can be provided to clients in a cost effective manner free from conflicts
Based on the overwhelming results of extensive academic and market research, DIA
subscribes to an investment philosophy which believes active management will not
add value to your investment portfolio. In fact, consensus from this research has
proven over time very few active managers are able to consistently beat their comparable
benchmark. As a consequence, the use of active management results in under performing
portfolios, which in turn fail to meet client expectations.
Each individual or family financial situation presents its own unique set of circumstances
and potential challenges. For many, there will be a wide range goals and long term
expectations to be fulfilled. Diablo Investment Advisors approach to financial planning
offers a framework to enable your financial goals and expectations to be met in a
realistic manner. By delegating financial matters to a trusted expert, clients are
free to pursue lifelong interests and passions while having the peace of mind knowing
a professional is monitoring their financial affairs.
Diablo Investment Advisors utilizes low cost index funds and exchange traded funds
to build tax efficient globally diversified portfolios based on a client’s willingness
to accept risk. Diablo Investment Advisors does not waste unnecessary time trying
to “predict” market movements or speculate on the “next big thing”. Successful investors
understand this style of asset management is counterproductive and generates excessive
costs. In contrast, Diablo Investment Advisors focuses its efforts on developing
professionally managed portfolios which have broad diversification to various asset
classes, ensuring clients participate in worldwide capital markets and long term
economic growth trends.