Most clients prefer steady, predictable rates of return and wish to reduce their vulnerability to market downturns while obtaining the greatest value at the lowest cost. We believe large wrap programs are usually the best vehicles to achieve this, as they offer wide diversification, added value and bulk rates. The best wrap programs give you access to the world’s finest money managers, who are diligently monitored through active analysis. These programs offset several different management styles for further protection, and are extremely stable as trillions of dollars stand behind them.

Blackmont’s Liberty Account is a platform through which I work with many of my clients. Liberty Accounts enable me to make unlimited transactions and all fees are tax deductible*. I also use Sovereign, a managed money platform from Russell Investments, and David Burrows’ Lakeview Funds™. With their systematic approach that minimizes emotion and focuses on a few select stocks, Lakeview Funds manage risk and capture opportunity by looking at the full picture. This team considers 100% of the factors affecting your investments. They don’t buy and hold and hope for the best. They analyze, buy, monitor, and sell when necessary to offer you portfolios based on the best leadership opportunities available.
 

The Liberty Account at Blackmont Capital

The most successful partners are those who share a common goal.

Blackmont Capital’s Liberty Account is a convenient and powerful investment platform that delivers the functionality and flexibility of a full-service brokerage account for a single, asset-based fee. Liberty Accounts allow you and your Investment Advisor to focus solely on the enhancement of your portfolio and the achievement of your financial objectives.

Full Service

Liberty Accounts provide all the benefits and features of traditional investment dealer brokerage accounts. You receive the expert financial counsel of your qualified Blackmont Investment Advisor, a full spectrum of investment products and solutions, and access to Blackmont’s industry-leading research resources.

Competitive Asset-Based Fee

Rather than paying a brokerage commission each and every time your portfolio requires maintenance, the Liberty Account lets you pay a single, competitive fee based on the asset balance in your portfolio.

Aligned Goals

Managing your investment portfolio through a fee-based relationship aligns the fees you pay more closely with the regular advice and service you receive from your Blackmont Investment Advisor. It establishes a shared goal—the overall enhancement of your portfolio and achievement of your financial objectives. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions.

Added Value

Plus, there are added benefits:

• Envoy – 24/7 Internet access to account information, market data, news and investment research.
• No annual RRSP/RRIF administration charges for registered Liberty accounts that maintain a minimum balance of $100,000
• Fees used to pay for the management of non-registered investments may be fully tax deductible.*
   

* Seek the advice of a qualified tax advisor for specific tax issues and personal strategies.