Westmount Asset Management, LLC

Westmount Partners, LLC, established in 2011, offers investment advisory services to various clients, including high net-worth individuals and institutions. The firm provides discretionary portfolio management, quarterly reports, and allows clients to place investment restrictions. Clients' assets are held at a brokerage firm or bank, with Westmount managing investments on a discretionary basis. The firm also advises on private equity investments and alternative strategies through limited partnerships. Westmount's investment strategies focus on no-load mutual funds and do not involve leverage. The firm offers retirement planning analysis and financial planning services. Fees are based on a tiered structure and are payable quarterly. Westmount has approximately $5.2 billion in assets under management for around 1,435 clients. The firm is a fiduciary and does not charge fees for managing accounts of its employees. Westmount also serves as a sub-advisor for various funds, including Century Park Opportunity Funds and Century Park Income Funds. Clients have investment discretion, and the firm provides detailed information on its methods of analysis, strategies, and potential risks. Westmount has a proxy voting policy and uses an independent proxy service for voting client securities. The firm has no disciplinary events in the past 10 years and maintains financial stability.