WHO WE ARE

Starmont Asset Management is an independent wealth advisory and investment management firm. Our goal is to grow and preserve our Clients’ net worth. We are proud to base our Client relationships on a commitment to addressing their personal needs, the preservation and growth of their wealth and increasing their peace of mind. We do this by applying disciplined investment strategies to our Clients’ investments, based upon a clearly defined investment process, risk-management principles, and tax-efficient investments, all stemming from proven experience.

WHAT WE DO

Starmont develops and manages portfolios that are customized to your personal needs and goals. This includes coordinating your investment accounts into a single integrated portfolio, creating a management strategy based on a clearly defined process and offering proven experience, comprehensive planning and advisory services, and personal attention.

Starmont will help you to identify and address goals that may be personal, family-related or connected to property or a business. In addition to portfolio management, our comprehensive planning and advisory services include:

• – An understanding of your personal balance sheet and cash flow needs
• – Help in managing income, capital gains, gift and estate tax impacts
• – Advice on buying real estate, type of mortgage or refinancing
• – Advice on funding college costs for family members
• – Analysis on the funding of your retirement, including an analysis of your pension, retirement, and/or government benefits and creation of retirement cash flow analysis
• – Inheritance and/or wealth transfer planning—yours and/or elderly relatives
• – Planning on behalf of family members
• – Coordination with your other professionals, such as CPAs and attorneys

PERSONAL ATTENTION

Starmont keeps you informed of trends in the economy and market and the performance of your portfolio. We’re always available to answer your questions and respond to your requests. Our attention to personal care also includes:

• – Periodic personal reviews
• – Clear monthly statements from an independent custodian
• – Updates and reports from our Chief Investment Officer
• – Annual summaries with tax details for your CPA
• – A clear, consistent fee structure