DILIGENT INVESTORS, LLC

Overview

Diligent Investors, LLC is an independent registered investment adviser that manages discretionary portfolios for both high-net-worth individuals and institutional clients. The firm blends direct equity ownership with exchange-traded products, favoring a liquid, tradable core while complementing portfolios with mutual funds and third‑party alternative managers for real estate exposure. Advisory services include financial planning, portfolio management for individuals and businesses, and pension consulting. Fee arrangements are flexible—percentage of AUM, hourly, and fixed-fee engagements are all used depending on the client relationship. The firm’s public-equity activity shows a hybrid approach: meaningful positions in individual stocks alongside a substantial ETF sleeve. Diligent Investors is not positioned as an active ESG investor; its allocation decisions prioritize tradable liquidity and manager-sourced alternatives rather than ESG-targeted mandates. The firm does not market itself as a capital allocator; instead it leverages external managers when pursuing alternative real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices