Many individuals have a variety of individual accounts, plans or strategies.

Our process develops a single integrated portfolio to help you:

• – Pursue your Starmont Objective
• – Maintain a proper allocation of assets
• – Track performance against market benchmarks
• – Review progress toward goals and make any adjustments

Our review of your holdings is comprehensive and includes:

• – Bank, brokerage and mutual fund accounts
• – IRAs, retirement plans and pensions
• – Life insurance and annuity contacts
• – Deferred compensation, stock options and other employee benefits
• – Real estate and tangibles