A complete list of active advisors currently associated with Westmount Partners, LLC

Warmer can help you find a great advisor at Westmount Partners, LLC or one who fits your needs even better.

Westmount Partners, LLC provides investment advisory and discretionary portfolio management, as well as retirement and financial planning services, to a mix of individual and institutional clients including pension and profit‑sharing plans, non‑profits, estates and trusts, corporations, and partnerships. The firm works with custodians selected by clients and delivers regular performance and account reporting. Westmount constructs client portfolios primarily using mutual funds and managed strategies while tailoring asset allocation to clients’ stated objectives, monitoring and adjusting holdings on a discretionary basis. For alternative exposure, the firm sources, diligences, and allocates to private funds and interval funds, conducts operational and manager due diligence, and accommodates client‑imposed investment restrictions where appropriate. The firm is notable among peers for acting as a private fund adviser and sub‑advisor and for managing pooled investment vehicles—operating a series of multi‑manager private funds launched since 2019 and providing portfolio management to those pooled vehicles. Westmount also departs from common practice by generally not offering fixed‑fee arrangements, waiving management fees for its own advisory clients in its funds while offering alternative share classes (including an institutional class that carries a performance‑based fee) to outside and institutional investors, with employee investment allowed secondary to client subscriptions.

To learn more about the advisors currently working at Westmount Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.