Great Diamond Partners, LLC

Great Diamond Partners, LLC is a registered investment adviser based in Portland, Maine, established in 2019. The firm offers discretionary portfolio management services, providing tailored investment advice to meet clients' needs and objectives. Clients grant discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and make transactions without prior approval. The firm may also offer non-discretionary portfolio management services, requiring client approval before executing transactions. Great Diamond Partners may invest client assets in model portfolios developed by the firm, designed for varying risk tolerances. The firm has a contractual relationship with Dynasty Financial Partners, LLC, providing operational support and access to a network of service providers. Dynasty charges a separate Platform Fee in addition to the annual investment management fee. Great Diamond Partners offers financial planning services, including comprehensive financial planning and single subject planning, with fees based on an hourly rate or an annual flat fee. The firm also provides business transition planning services, with fees based on an hourly rate or a fixed fee. Additionally, the firm may recommend fee-based insurance products, charging an annual advisory fee based on the value of the insurance product. Great Diamond Partners does not accept performance-based fees, participates in side-by-side management, or vote proxies on behalf of clients. Clients receive trade confirmations and statements from the custodian, and the firm conducts account reviews at least annually to ensure services align with clients' needs and objectives. The firm does not have any disciplinary information or financial impairments that would affect its ability to meet contractual commitments. Great Diamond Partners does not vote proxies on behalf of clients and may effect wire transfers from client accounts with written authorization. The firm does not have physical custody of client funds or securities and does not require prepayment of fees exceeding $1,200 six months in advance. Clients are responsible for exercising their voting rights as shareholders.