Investment Management – Overview

Starmont can simplify your life and increase your peace-of-mind with the clear guidance and disciplined investment management that can protect and grow your wealth.

  • – Starmont recognizes that each Client’s needs are unique and complex
  • – Our investment philosophy is that long-term results are best pursued through compounding reasonable gains and avoiding major losses, which we seek through constructing and managing a diversified investment portfolio
  • – Our approach calls for a diversified investment portfolio structure with a personalized blend of asset preservation, capital growth, after-tax income and inflation protection
  • – We coordinate, manage and track multiple accounts through a single integrated portfolio
  • – Our portfolio implementation process emphasizes an independent, product-neutral framework, sensitivity to the tax characteristics of each account or asset and the selection of best-of-breed money managers
  • – Starmont has the open-mindedness to evaluate new strategies during times of change
  • – Rejecting “buy-and-hold” practices, we “buy and manage” Client portfolios

Drawing on time-tested principles and decades of experience, Starmont adheres to the belief that risk-management and loss-avoidance are the keys to long-term investment success.

Set Objectives Review Your Holdings Develop a Single Integrated Portfolio Implement Your Specific Investment Strategy Make Tactical Portfolio Adjustments Review Results and Manage Risks