Case Study

Kimery Wealth Management

This firm worked in a traditional wirehouse setting but grew disenchanted with the policies and protocols and needed to find a third party solution with access to SMAs and UMAs.

Kimery is a privately owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups, and nonprofits. After merging with another wirehouse to form a large banking enterprise, they realized there was too much red tape in getting anything done. However, Kimery was hesitant to break away from thewirehouse due to the access they had to UMAs and SMAs. By choosing Black Diamond they were able to integrate with SMArtX which gave them access to institutional quality managers, alternative investments, as well as individual securities, funds, and ETFs all in a single brokerage account.