For many years, I have used the world’s leading professional money managers to provide cost effective, customized and well diversified portfolios through Blackmont’s exceptional Integrated Managed Account (IMA). Essentially a manager of managers, I evaluate the individual strengths of the finest investing talent, and orchestrate the best combination of fund managers to smooth out returns and reduce volatility, yielding optimal portfolio performance.

Managing risk is essential to preserve both my clients’ capital and their comfort level, so I always opt for value-oriented equities that involve as little volatility as possible. Stock performance, funds and fund managers are regularly monitored and measured using the appropriate benchmarks.

You will receive a report on your performance returns yearly or more often if you desire.

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.