Black Diamond Performance Reporting is a complimentary service providing detailed access to investment returns, balances and transactions for CCMI client portfolios. This enhancement goes beyond the information available on the Schwab Alliance website by providing up-to-date, time weighted returns for all CCMI managed accounts.

If you would like access to your accounts through Black Diamond, or if you have misplaced your password, please contact us, and we can provide a temporary password that will allow you to login to the site and establish your own permanent password. As always, please contact us with any questions you have about the features of Black Diamond.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976