Investment Management

  

accent buildingsStrategic Planning

At Bluemont we don’t stop at providing investment management. If financial decisions are important to our client, their business, their foundation, etc, then they are important to us. In fact, we encourage our clients to call us whenever they have an important financial decision to make. Providing unbiased, professional counsel is one of the greatest values we can deliver to our clients and goes a long way to being a true partner in your financial success. Further, we can assist you on broader matters such as:

Estate Planning

Retirement Planning

Trust Management

Asset Management

Risk Management

Charitable Giving

Stock Options

Education Planning

Small Business

At Bluemont we leverage our wealth of global and business relationships to provide our clients with access to some of the most knowledgeable talented professionals that the market has to offer – not just in the US markets, but globally. With the unique global reach provided by Dr Malmgren, Bluemont can provide insight into global events that is sought after by individuals, institutions and governments.

Since 1977, Dr Malmgren has been adviser and strategist for international corporations, banks, investment banks, and sovereign wealth funds. He has also advised finance ministers and prime ministers of a number of governments around the world. Over the years, he has continued writing on economics, markets, and public policy. He also serves as Chairman of the Cordell Hull Institute in Washington, a private, not-for-profit "think tank" which he co-founded with Lawrence Eagleburger, former Secretary of State.