Diablo Investment Advisors, LLC

Overview

Diablo Investment Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm tilts heavily to public equities, using exchange-traded equities and ETFs as the core building blocks of client portfolios, and supplements that core with mutual funds and third-party real estate/REIT exposure. Fee arrangements are flexible — the firm charges a percentage of assets under management and also accepts hourly and fixed-fee engagements — which supports both traditional ongoing advisory relationships and project-based planning work. Diablo does not identify as an ESG-focused manager and operates under a discretionary mandate for the assets it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices