Archive for the ‘Starmont In The News’ Category

What’s New on Starmont.com – Winter 2012 Update

Tuesday, January 31st, 2012

There never seems to be a dull moment even in the “dead of winter” as we freshen up Starmont.com to keep you up to date on what is going on.  Lots has been happening keeping us busy preparing for year end and starting off a new year.  At the same time we sent out timely communications to our Clients, a priority, and contributed our thoughts to media and through our blogging.  Here’s what’s new… 

Harvey Rowen opens his kimono  and shares his personal and professional sides in an interview with Servcorp.  Servcorp is the company from whom we rent our San Francisco office. 

We’ve been busy Bloggers!  Vivian Groman’s blog 5 Tips To Become a Better Investor was picked up by not only Starmont.com, but WomenAdvisorForum.com and Forbes.com.  Make sure to follow Vivian on Forbes.com here: http://blogs.forbes.com/people/viviangroman/

Harvey’s blog was also featured on Forbes.com 5 Questions to Ask Before Picking a Mutual Fund in 2012.  It seems 5 was a popular number this month. 

Harvey was quoted in a recent MarketWatch.com article Where To Put Your Money If The Bond Bull Stumbles where he shares his perspective on bond investing.

As always we strive to keep our Clients informed on the market and Starmont’s investment actions.  You can read two emails we recently sent to our Clients, When will investments go up? and Tax Loss Harvesting & Asset Allocations.

Hope you stay warm and healthy through the rest of this season.  Do not hesitate to reach out if we can be of any service to you or yours.

The Starmont Team

5 Questions To Ask Before Picking A Mutual Fund In 2012

Tuesday, January 31st, 2012

As Featured on Forbes.com

by Harvey Rowen

When Registered Investment Advisors (RIAs) like myself choose investments for clients we have a fiduciary responsibility to find the most appropriate investments. We want to avoid taking too much risk while also looking for returns above the benchmark.

We take that responsibility very seriously. We look for mutual funds, for example, that we believe will provide good returns without taking unwarranted risk, funds we think will be stable for the long run and will put the investor first.

Over time, we have developed an effective technique for selecting what we consider to be best-of-breed mutual fund managers and investment companies. As an investor, you can use this same approach when researching where to invest your 401k, IRA, college savings fund or other investment.

Get the answers to these questions before you invest in a new fund.

1.  Have returns been generally consistent through both up and down markets? (more…)

Harvey Rowen Interviewed for Servcorp Spotlight Newsletter

Wednesday, January 18th, 2012

Last month Starmont’s Harvey Rowen was interviewed by Servcorp and highlighted in their monthly newsletter!  Servcorp is the company Starmont leases their San Francisco office from at 555 California Street.  This office has made it much easier for our Clients to meet with us and through Servcorp Starmont has access to offices in Irvine, CA and New York allowing for convenient places for us to meet with Clients on both coasts.

Here is the interview…Harvey shares his personal history as well as his perspective on the advice business – Read on and Enjoy!

Client Spotlight
This month, our feature client is Harvey Rowen. He is the CEO andFounder of Starmont Asset Management. One of the things I most admire about Mr. Rowen is his dedication to his clients. Being an Asset Management company, the economy has been rough on his industry, but he constantly strives to keep all his clients financially secure and happy. Mr. Rowen is currently a full-time Executive Suite client at our 555 California Street center, and working with him has not only been an exciting experience, but he is also someone I can look up to. I asked him some questions so we could get to know him a little better:

Tell me a little bit about yourself. 

Born, Chicago, Ill.  (more…)

Starmont’s Craig Bigelow Wins Inaugural FPA East Bay Golf Tournament

Tuesday, November 1st, 2011

On Sept. 19, more than 100 golfers teed off on a beautiful, warm day for the first FPA East Bay Golf Tournament. Financial Planners Association (FPA) members hosted clients, prospects and allied professionals to help raise funds for FPA East Bay at Round Hill Country Club in Alamo. The winning team including Starmont’s own Craig Bigelow, David Borrelli, Jeff Gail, and David Rice – recorded the low score of 127 for the day. Their names will be engraved on the large Stanley Cup-style trophy, the “FPA East Bay Cup.”

Press Release:Starmont Jumps On Schwab RiA Bandwagon!

Thursday, October 20th, 2011

 Starmont Asset Management to Participate in Schwab RiA Campaign

 For Immediate Release                                            

Contact:       Sondra Harris/Sondra Harris PR/(415) 888-2394/ sharrispr@comcast.net

San Francisco, October 20, 2011—Starmont Asset Management LLC, an independent wealth advisory and investment management company, announced today that it will participate in the advertising campaign being launched by Charles Schwab & Co. to promote registered investment advisors (RiAs). 

Charles Schwab already has placed its campaign banners on the websites of the Wall Street Journal, Forbes, Bloomberg, Economist and Atlantic, using the special Schwab RiA Logo that Schwab has developed for this campaign.  And this weekend (October 22-23) Schwab will run a two page ad in the Wall Street Journal print and electronic editions touting the use of RiAs by investors.

Said Harvey Rowen, CEO of Starmont, “We will be communicating with our Clients about this campaign using the RiA Logo.  We also will be developing a special section on the Starmont website for information Schwab has developed about the benefits RIAs provide to investors.” 

Mr. Rowen, former President of the Charles Schwab Trust Company, continued,  “Starmont houses our Clients’ assets with Charles Schwab. We are delighted that they have decided to make a considerable effort to educate investors about RiAs and how they differ from other investment advice providers.”

Starmont Asset Management is an independent wealth advisory and investment management company serving affluent individuals and families, and their businesses.  Its goal is to preserve and grow its Clients’ net worth by constructing and managing a diversified tax sensitive investment portfolio, using traditional and “alternative” investments, and by providing ongoing advice to its Clients on all matters impacting their financial affairs over the course of their relationship with Starmont.

End

Advisors Should Honor Gender Differences

Thursday, August 4th, 2011

Starmont’s Vivian Groman quoted.  Read a recent article about how advisors can be mindful of gender differences . 

Advisors: Clients’ Gender Clue to Understanding Financial Behavior

More on the Debt Ceiling from Harvey Rowen on MSN.Money.com

Monday, July 18th, 2011

Starmont’s Harvey Rowen and Christine Benz of Morningstar, were quoted by the Associated Press regarding the Debt Ceiling, Congress and Client portfolios.

Click here to see Mark Jewel’s July 14, 2011 article, “7 tips for rebalancing your fund portfolio now” on MSN.Money.com

Congress and the Debt Ceiling – Starmont’s Harvey Rowen interviewed on MarketWatch.com

Tuesday, July 5th, 2011

Click on the link below to see Harvey Rowen on MarketWatch.com discuss the dangers if Congress does not pass the legislation raising the debt ceiling this month.

US Knocking At Debt’s Door

Starmont’s Vivian Groman Quoted in Wall Street Journal, June 20, 2011

Wednesday, June 22nd, 2011

Live Very Very Long and Prosper

As more people live into their 90s and beyond, financial planning becomes even more important—and trickier

by Suzanne Barlyn

“Funding a retirement well into my 90s, though, could require investing more in equities until age 70, says Vivian Groman, senior adviser at Starmont Asset Management in San Ramon, Calif. How much risk I accept should depend on how much I’ve saved, my lifestyle and the health of the economy at that time, Ms. Groman says.”

To Read Article Click Here

Forbes.com Features Article by Starmont’s Vivian Groman on How to Handle the Legal, Financial and Emotional Aspects of Divorce

Thursday, January 6th, 2011

Senior Advisor Vivian Groman wrote this article for RIABiz and Forbes.com and it has become one of the most e-mailed articles on RIABiz. A link to the article has been posted to the Starmont website. To read it, click here.

Click to Read General & Research/Outlook Disclosures