Understanding a firm’s unique approach to investing — if its approach is, indeed, unique — is a rich discussion. It’s also one best held in person. Here are five fundamental tenets that distinguish Westmount’s investment process and have helped land us consistently on the Barron’s and Worth lists of top 100 advisors:
We simply never stop pushing to uncover strategies and asset classes that will add value to your portfolio. As a result, we connect you to many investments our peers don’t even find. We are dogged about identifying attractive opportunities ahead of the pack.
We are rigorous and thoughtful. Our investment strategies are time-tested and solidly grounded. However, when we see an opportunity to enhance your core holdings, we are not afraid to trust our analysis and judgment, built from over 25 years of experience, to depart from the conventional wisdom.
Most firms invest their clients’ money in stocks and bonds. Period. But there are additional strategies and asset classes that can provide considerable value when added to stock and bond exposures. We have deep expertise in these alternatives, and look to incorporate them in your portfolio as a complement to more traditional holdings.
In managing your nest egg, we focus on the long term. But we leave ourselves room to exploit market inefficiencies and other short-term opportunities to enhance returns or reduce risk in your portfolio.
It’s known by many names: Impact investing. Socially responsible investing (SRI). Environment, social and governance (ESG). Whatever you call it, it’s about making money while improving the world. And we’ve created a special portfolio that lets you do just that.