Claremont Consulting is client-focused. We work with you to accomplish your particular goals, whether they involve saving for retirement or education, consolidating your assets to gain a better understanding of where you are in relation to your goals, and/or simplifying your investment life.
Three key considerations in the selection of an investment advisor:
1. Are you getting independent advice that is focused 100% on what is best for you?
Because we don’t sell any investment products or receive any compensation based on the investments we recommend, you can be sure you are getting completely un-biased investment advice.
2. Is your advisor reviewing and aware of all of your investment holdings?
Our holistic approach is guided by academic research that shows that more than 90% of a portfolio’s long-term return is due to its overall asset allocation, for example, its mix of stocks vs. bonds, domestic vs. international holdings. We therefore begin with a recommended allocation between stocks, bonds, cash, real estate, and alternative investments across all portfolio accounts – individual accounts, retirement accounts, trusts, etc. – so that a complete picture is attained.
3. Is your investment approach focused on the long-term?
We believe that “investing” requires a long-term approach and that “trading” approaches (or trying to time the market) are more akin to gambling and can be detrimental to your financial health.
“… Nor do we think many others can achieve long-term investment success by flitting from flower to flower. Indeed, we believe that according the name ‘investors’ to institutions that trade actively is like calling someone who repeatedly engages in one-night stands a romantic.” Warren Buffett
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