Investment Philosophy

Creative Wealth Builders, LLC 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