 Investment Philosophy
Bluemont Capital Advisors, LLC concentrates on helping clients meet their financial goals by achieving solid long term investment results along with prudent risk reduction. This is achieved by using a highly diversified, global, multi-asset class strategy based upon Modern Portfolio Theory (MPT). Further, it is our belief that this is enhanced using a combination of top down economic and market analysis followed by bottom up security selection. By strategically including a wide variety of asset classes from around the globe and tactically varying the exposure to these markets where we see opportunity and risks, clients can own portfolios that provide a solid trade off of risk and return.
Our client portfolios are designed for long term performance. The portfolios incorporate equities (both US and International), fixed income (both US and International), real estate, and alternative investments. As an independent advisor, we have access to a variety of investment vehicles, and as such we use a mix of individual securities, ETFs, mutual funds and when appropriate, private placements.
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