Set Objectives

SETTING YOUR STARMONT OBJECTIVE

Starmont begins with a disciplined structure. To maintain balance, we allocate one star to each of four objectives and work with you to define your Starmont Objective based on the allocation of six additional stars.

HOW YOUR STARMONT OBJECTIVE IS DETERMINED

After a personal interview and profile, we make a recommendation based on:

  • – Income and assets
  • –­ Age
  • –­ Attitude toward risk and return
  • –­ Major financial goals and their time frames
  • –­ Investment experience

We consider your feedback and preferences

At each Client review, we revisit your Starmont Objective

If changes are warranted, we will discuss them with you

Your Starmont Objective guides a portfolio designed just for you. This is one way we deliver
Wealth Management with Personal Attention.

– Income and assets
–­ Age
–­ Attitude toward risk and return
–­ Major financial goals and their time frames
–­ Investment experience