Strategic Growth Diamant Asset Management recently expanded through a merger with FS Investment Solutions, creating a larger platform with potential cross-sell opportunities for advisory services, alternative assets, and expanded wealth planning capabilities.

Fiduciary Positioning As a boutique independent RIA with a fiduciary commitment and personalized, multi-generational planning, there is a clear opening to introduce high-touch, family-office style solutions and premium investment products to retention-focused prospects.

Technology Footprint Current tech stack shows use of web and analytics tools (JSON-LD, Google Analytics, GTM) alongside WordPress hosting, suggesting opportunities to propose enhanced client experience platforms, digital onboarding, and data-driven advisory workflows.

Financial Scale Reported revenue in the lower mid-market range and an asset growth trajectory from the merger imply potential for scalable advisory services, expanded product menus, and risk-managed portfolios suitable for growth-stage high-net-worth clients.

Regional Focus Based in Ridgefield/Greenwich, CT with national or multi-generational client outreach potential; sales outreach could emphasize regional wealth transfer planning, fiduciary governance frameworks, and access to alternative investments through the merged entity.