Case Study

Decker Wealth Management

Selected Black Diamond as a differentiator for how they wanted to run their business.

Decker Wealth Management started up as an independent RIA in 2009 with more than 165 years of experience among its employees. After opening their doors, they selected the Black Diamond^® Wealth Platform because it was a differentiator for how they wanted to run their business. With a mathematical focus on making client investment-informed decisions, they also chose Black Diamond to show their clients that they had the same, if not better, technology as bigger institutions. Additionally, they can use the platform as a ‘brag point’ with prospects due to its many performance reporting and portfolio management capabilities.