Claremont Consulting is an investment management and consulting firm dedicated to simplifying clients’ financial lives through a holistic view of their investment holdings. We work with clients to organize and streamline their holdings so that an appropriate allocation of assets can be outlined to achieve their investment goals. Outlining a plan will (1) minimize the time clients need to devote to their investments so they can pursue their life ambitions, and (2) contribute toward financial peace of mind.

Particular company expertise lies in:

  • Asset Allocation
  • Retirement Planning
  • Education Planning
  • 401(k) and IRA Rollovers
  • And, importantly, simplifying the administration of investment management.

We believe that the keys to achieving financial success are:
1. Establishing a plan (investment guidelines, savings goals)
2. Implementing the plan
3. Sticking to it, through the inevitable ups and downs of the market.

“The most precious treasure of all is peace of mind.” Vera Nazarian


Home   About Us    Why Claremont Consulting   Contact Us

Posted March 22, 2013 by admin