Black Diamond

Introducing Black Diamond

Black Diamond offers a modern, interactive client portal which showcases dynamic portfolio metrics, access to a secure document vault and allows us incorporate outside account aggregation, balance sheet reporting, and more.

In summary, Black Diamond offers:

  • Account Aggregation - At-a-glance view of pertinent account information, plus a dynamic view of your entire portfolio. You will also be able to see a detailed list of your accounts and balance sheet report with aggregation capabilities.
  • The Vault - Securely sharing and managing documents is key to working with your SWC team. You can keep track of all your important and financial legal documents, organize into folders, and easily drag-and-drop to upload new documents – which you can move between any folder. In addition, we can share documents with each other through a shared folder, leaving all other folders for your view only.
  • A Continually Updated Financial Plan - View real-time information that is automatically updated, enabling your advisor to provide proactive advice and timely feedback. You will also be able to quickly contact your advisor while on the go! In addition to contacting us, we will send you communications and updates from your SWC team – all directly within the portal.
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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of IN and KY. Fixed insurance offered through Strothman Wealth Care. Cambridge and Strothman Wealth Care are not affiliated. Cambridge and Strothman+Co are not affiliated. Cambridge does not offer tax services.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Strothman Wealth Care A Division of Strothman+Co 325 West Main Street 1600 Waterfront Plaza, Louisville, KY 40202