 Transparency & Clarity
Another advantage of a Bluemont client is our emphasis on communication, transparency and clarity. Our dialogue with our client remains open ended when we become your advisor. We provide clear and comprehensive reporting on your both your assets and your goals and aim to practice complete transparency - all of which is meant to better enable you to make the best financial decisions.
We work from your personalized investment policy that is updated at least annually and provides the guidelines for the management of your account. Our fees are based on assets under management and are fully disclosed upfront. We do not receive any compensation from any of the products or providers that we use in the allocation of your assets.
You will receive all trade confirmations and monthly statements from your custodian which are a way for you cross reference the information that you receive from Bluemont. While Bluemont has the ability to transact trades in your various accounts, we do not maintain custody – we do not have the ability to take money from your account beyond the pre-approved management fees. This provides and important level of security for you and your assets.
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