ClaroConnect.com - Mike Amash, Westmount Asset Management, Los Angeles, CA

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Mike Amash

Title:	Senior Portfolio Manager

Firm Name:	Westmount Asset Management

Location:	Los Angeles, CA

Company Size:	16

Print Profile

Services offered:

Financial Planning , Portfolio Management , Retirement Savings , College Savings , Stocks/ Bonds , Estate Planning , Charities/ Foundations

Qualifications:

Has held Series 7 and 63 brokerage licenses since 1992.

Minimum Account Size:

$1,000,000.00

Fee Structures:

Asset Based Fee

Years of experience:

Education:

B.A. in Economics from the University of California at Irvine.

Age:

Foreign Languages:

English

Religion:

My value to clients:

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount:

has repeatedly been named by Worth Magazine as one of the top 100 wealth advisors in the nation
provides audited returns of our stellar 16-year performance history to all prospective clients
has a nine-member Investment Committee comprised of seasoned professionals with more than 150 years of collective investment experience

With more than 150 years of collective investment experience, Westmount's investment professionals bring considerable expertise to all elements of portfolio management and financial advice. This invaluable experience enables our investment team to make disciplined, unemotional decisions. Westmount's investment process is developed and refined by the firm's seven-member Investment Committee. Comprised of seasoned investment professionals with a solid record of success, the Committee meets regularly to review asset allocation and manager selection decisions. In addition, the Committee conducts research on other portfolio management, tax, planning and market issues.

Investment/ Business Philosophy:

We use an investment approach that strikes the most attractive balance between achieving superior returns and managing downside risk through broad, strategic portfolio diversification. Westmount carefully constructs client portfolios to provide exposure to a number of distinct asset classes and strategies. While the specific exposures and asset mix are customized for each client, portfolios typically include allocations to U.S. and foreign stocks, bonds and alternative assets. Westmount evaluates each client's overall situation, develops an appropriate investment program, and modifies the program over time to reflect changes in the financial markets or in a client's situation. Our process is rigorous, collaborative, and ongoing.

Target Clients:

Our clients include high-net-worth individuals, pension plans, foundations and endowments.

Personal/ Additional Details:

As an independent, fee-only advisor, Westmount is positioned to provide objective, unbiased advice. We do not receive commissions, "soft dollars," or fees from third parties, and do not sell any investment products. The absence of a conflict of interest in the investments we recommend enables us to make all of our investment decisions strictly on their merits. Our one and only allegiance is to our clients and their best interests.

Westmount uses a team approach. Each of our clients has a relationship with two or more investment professionals to ensure the best possible service and continuity. Westmount is highly service-oriented and will meet clients either at our Century City (Los Angeles) offices or at the client's location. We would be happy to provide client references upon request.