Diamond Head Financial Advisors

Financial ServicesHawaii, United States2-10 Employees

Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory founded by Steven Connell, a former partner at the Capital Group Companies.

We offer a variety of products that cater to your risk profile, income needs, and growth appetite. Our product family includes 1) an income-oriented Early Retirement Portfolio, 2) a Conservative Growth portfolio, 3) a Value strategy, and 4) Total Return strategy.  We invest on your behalf in markets through separately managed, third-party accounts that can be independently verified.

We are opportunistic but mindful of risk.  Being aggressive is not an excuse for losing a client’s money. Aggressive to us means finding asymmetric opportunities where the benefits outweigh the risks. Our performance through years of financial turmoil bears this out.

We do not outsource performance.  We do our own research and portfolio management rather than outsourcing to mutual funds since this is our area of expertise.  We will not throw up our hands when asked about the performance of your account.

We are an open book for you.  We hold weekly investment meetings Thursdays at 6:30 pm at our office downtown on Bishop Street.  You can come or call in after work to observe in action the people managing your funds:  us!  In an era when you are being called upon to take on the risk of your retirement, we take the mystery out of the stock market for you and also make it fun. We listen to you and welcome your input. We are all Diamond Head Financial.

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