Claremont Capital Management, LLC

Claremont Capital Management, LLC is a financial advisory firm established in 2003, with principal owner Thomas Payne Palmer. The firm offers investment supervisory services tailored to individual client goals, creating personalized Investment Policy Statements for portfolio management. Services include investment strategy, asset allocation, and regular portfolio monitoring. Claremont manages over $795 million in assets on a discretionary basis. Fees are based on a tiered schedule, starting at 0.95% for assets under $10 million and decreasing to 0.75% for amounts above. Clients may terminate contracts with 30 days' notice and receive prorated refunds. The firm does not participate in wrap fee programs and requires a minimum account size of $5 million, which may be waived at the advisor's discretion. Investment strategies include charting, fundamental, technical, and cyclical analysis, with a focus on long-term and short-term methods. Claremont does not accept performance-based fees and primarily serves high-net-worth individuals and insurance pools. The firm exercises investment discretion over client accounts, with reviews conducted quarterly by senior advisors. Claremont does not accept voting authority for client securities and has no disciplinary events in its history.