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 serves a mix of individual and institutional clients — including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships — providing discretionary portfolio management, financial planning, and retirement analysis. The firm also offers access to alternative investments and private funds, and delivers regular performance reporting to clients. Westmount manages client portfolios on a discretionary basis through an Investment Committee and Wealth Planning Committee that oversee asset allocation and ongoing monitoring, typically using no-load mutual funds and tailored investment restrictions when requested. For alternative investments, the firm performs both qualitative and quantitative due diligence on private funds, including manager interviews, LP reference checks, and onsite operational reviews, and may utilize interval funds or limited partnerships/LLCs for qualified investors. Compared with many multi-team advisors, Westmount is distinctive in sponsoring and sub-advising multiple multi-manager pooled vehicles (the Century Park series and related funds) and serving pooled investment vehicle clients alongside its individual advisory business. The firm’s structure gives it a dual adviser/sub-advisor role—including separate share classes for outside investors and a performance-based share class for institutional investors—and it limits employee access to fund investments until client allocations are satisfied.

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.