Broker Check

Asset Management

Our mission is to eliminate your worry of financial instability, to help reduce taxes, and manage assets by utilizing numerous investment products and strategies. Diddel & Diddel offers two asset management styles; Active management and Strategic management with several different strategies.

Active Management

Directly we offer two alternative actively managed portfolios – a dividend based equity strategy, and an index volatility strategy.

Our Dividend Growth and Income Strategy provides income, less volatility and a preservation of capital value oriented style.  All portfolios are diversified across market sectors and consist of dividend paying equities of both large and mid-capitalization. The portfolio manager will also use government and high grade bonds, ETFs and cash to provide income, balance the portfolio and lower risk in adverse market conditions.  We have a long term approach to investing which minimizes both taxable consequences and transaction costs.

Our Index Volatility Strategy is based on proprietary research and an analytical model which harvests mis-priced volatility premiums and provides significant downside protection against extreme market shocks. It uses an average risk:cash ratio of 25% and has historically exhibited close to half the risk of the S&P 500 with zero correlation.

Strategic Management

Diddel & Diddel’s Strategically Managed Portfolios focus on achieving your retirement or other long-term goals. They are built with the long-term in mind, and strive to produce results under all market conditions.  Some portfolios are provided by experienced third party money managers, others are managed in house by Diddel & Diddel.  We use a combination of best-of-breed ETF’s and mutual funds.  The strategies are offered for qualified accounts and in tax aware versions for non-qualified accounts, to optimize tax efficiency.