We work with a lot of L.A.'s busiest people.
Assuming you’re busy too, here’s a quick intro to our firm.
We're one of L.A.'s oldest independent investment firms.
Ex-federal prosecutor Jim Berliner and his dad Bob, a veteran entrepreneur, established Westmount in 1990. In the ensuing years, we’ve built one of the most seasoned, sophisticated teams in the country, combining Jim’s zeal for protecting client interests with Bob’s passion for innovation. We currently manage approximately $5.3 billion in assets for our clients.
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Our investment team goes further than other firms.
We are relentless in our search for investment opportunities to enhance your portfolio. Our scope extends to a rich variety of alternative investments, to complement your more traditional holdings like stocks and bonds. We invest for the long term, but leave ourselves latitude to take advantage of short-term opportunities. We are not bound by conventional approaches.
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We forge close, personal relationships with our clients.
There’s a lot more to managing your investments than managing your investments. We relish the challenge of helping you harness your assets to live the way you want to live. We listen closely and carefully to inform our recommendations. Our client relationships are built on trust, and they endure.
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Our clients are grounded, established folks.
We work with all kinds of clients. Generally, they’re successful, mature and established. They’ve built their assets over time. Most are self-made, or well on their way. They’re looking to create a smart financial plan, preserve wealth and grow it sensibly, rather than take on large amounts of risk. A growing number are looking to use their investments to create positive change in the world.
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Ethics are a big, big deal to us.
Investing your hard-earned savings requires the highest degrees of trust and accountability. We were one of the first firms in L.A. to adopt the independent advisor model, to align our interests squarely with yours. We operate with complete transparency. We communicate in a clear and useful way, so you play an informed part in every key decision.
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