IF YOU’RE BUSY, SUCCESSFUL AND GROUNDED IN REALITY, YOU’LL LIKE WORKING WITH US.

The majority of our clients are individuals and families. We also work with many institutional clients, including non-profits, endowments and pension plans. Here’s a snapshot of each group.

PRIVATE CLIENTS

We work with people across a wide range of backgrounds and lifestyles. The list includes doctors, lawyers, CPAs, business owners, and many in the entertainment industry. These people all share some common characteristics. They’re successful, mature and established. Most of them are self-made and have accumulated their assets over time. Others are in the process of accumulating significant wealth.

Our private clients share something else, too — a grounded, long-term orientation. They’re looking to preserve their wealth and grow it intelligently. They’re not chasing short-term performance, timing the market, or taking on high levels of risk.

Some of our clients are focused primarily on investing, taking advantage of our powerful investment capabilities. More commonly, they’re also looking for our help with their entire financial life, often across multiple generations. For them, we dig into financial planning and coordinate with their network of professionals.

INSTITUTIONAL CLIENTS

Many foundations, endowments and pension plans look to Westmount for help, too. Working directly with their finance or investment committees, we help each organization fulfill its fiduciary responsibilities. By clearly defining their objectives and designing sound investment policies and strategies, we play a vital role in helping them achieve their broader mission. As with our private clients, our institutional clients are looking to manage risk sensibly while targeting long-term growth.