Lamont Trading Advisors, Inc.

Lamont Trading Advisors provides investment advice, account management and personal financial consultation to individuals, corporations, trusts and pension plans. The firm offers two managed account programs — a short-term U.S. Treasury bill-focused account and an actively managed Bear Market Strategies account — and also publishes a subscription market newsletter and offers paid consultative engagements.

The firm’s investment process combines charting, cyclical, fundamental and technical analysis and operates with discretionary trading authority, with accounts monitored on a daily and regular-review schedule. Its Bear Market Strategies explicitly employ higher-risk techniques, including short-selling and the use of leveraged or inverse products, while the Treasury-focused program emphasizes short-term government securities and the attendant inflation and reinvestment risks.

Notable for a small advisory practice, the firm distributes a paid periodical and offers subscription-style services and fixed-fee consulting in addition to traditional asset management. It manages a modest asset base across a very small number of client accounts and pairs a conservative cash-equivalent option with an explicitly aggressive, tactical strategy, which may be relevant for investors seeking both preservation and active downside-oriented approaches.