Monterey, CA (PRWEB) July 18, 2012
This synergystic partnership will lead to a truly customized solution that will provide Darchuck Stewart’s clients with on-demand access to portfolio information across multiple custodians.
“The integration of Black Diamond into our back-office gives our clients ready access to current information on all of their holdings and provides us with the efficiency we need to help assure continued success.” said Dan Darchuck, Managing Director of Darchuck Stewart. “We consider Black Diamond a strategic partner and look forward to providing the full breadth of their services to our clients.”
About Darchuck Stewart & Co.
Darchuck Stewart & Co. is an investment management firm that specializes in the unique issues confronting high-net-worth business owners, private individuals and foundations.
About Black Diamond Performance Reporting™
Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.