Great Diamond Partners, LLC
Great Diamond Partners, LLC is an independent, locally owned wealth management and registered investment advisor (RIA) headquartered in Portland, Maine. Founded in 2019, the firm employs approximately 8-10 professionals and serves individuals, high net worth clients, fiduciaries, and charitable organizations with comprehensive financial planning and discretionary investment management. The team emphasizes personal, client-focused service, distinguished by their local roots, transparency, and fiduciary responsibility.
Investment Strategy
Great Diamond Partners provides comprehensive financial planning and investment management, utilizing a discretionary approach to portfolio construction tailored to individual and high-net-worth clients. The firm emphasizes long-term, risk-managed strategies, integrating market research and client goals to optimize portfolios and reach financial objectives. Their philosophy centers on transparency, fee-only advising, and a fiduciary duty to act in clients' best interests, never accepting commissions from product recommendations.
Top Holdings
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 6.67% | $34.4M | 393,989 | $71.60 | $87.31 | +$10.7M |
I IWV | ISHARES TR | 5.63% | $29.0M | 76,626 | $191.33 | $378.94 | +$1.6M |
V VTI | VANGUARD INDEX FDS | 5.63% | $29.0M | 88,473 | $176.05 | $328.17 | +$3.0M |
S SPY | SPDR S&P 500 ETF TR | 3.04% | $15.7M | 23,494 | $523.22 | $666.18 | +$1.3M |
M MSFT | MICROSOFT CORP | 3.00% | $15.5M | 29,872 | $245.72 | $517.95 | +$350.5K |