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.
A unique online portal where all of your important financial information can be consolidated in one place and updated daily.
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
